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Smith & Howard Wealth Management’s Boston Scientific BSX Stock Holding History

Smith & Howard Wealth Management’s Portfolio BSX Stock Details BSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-13,025
Closed -$166K – 44
2014
Q2 		$166K Buy
+13,025
New +$169K 0.09% 41

Other funds holding BSX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Smith & Howard Wealth Management's BSX Position: Q3 2014 in Review

Smith & Howard Wealth Management sold out of Boston Scientific (BSX) in Q3 2014, closing a stake of 13,025 shares — an estimated $166K sold.

Smith & Howard Wealth Management first reported a position in BSX in Q2 2014 and held it in 1 quarter. The position peaked at $166K in Q2 2014. 436 funds tracked by Wall St. Rank hold BSX as of Q3 2014.

  • Smith & Howard Wealth Management reported no remaining Boston Scientific position as of Q3 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 13,025 Boston Scientific shares in Q3 2014, an estimated $166K.
  • Smith & Howard Wealth Management first reported a position in Boston Scientific in Q2 2014 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Boston Scientific position peaked at $166K in Q2 2014.
  • 436 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.