SHWM
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Smith & Howard Wealth Management’s Deere & Co DE Stock Holding History

Smith & Howard Wealth Management’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-246
Closed -$22K – 81
2013
Q4 		$22K Hold
246
– – 0.01% 157
2013
Q3 		$20K Hold
246
– – 0.01% 155
2013
Q2 		$20K Buy
+246
New +$21.3K 0.01% 132

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Smith & Howard Wealth Management's DE Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Deere & Co (DE) in Q1 2014, closing a stake of 246 shares — an estimated $22K sold.

Smith & Howard Wealth Management first reported a position in DE in Q2 2013 and held it in 3 quarters. The position peaked at $22K in Q4 2013. 985 funds tracked by Wall St. Rank hold DE as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Deere & Co position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 246 Deere & Co shares in Q1 2014, an estimated $22K.
  • Smith & Howard Wealth Management first reported a position in Deere & Co in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Deere & Co position peaked at $22K in Q4 2013.
  • 985 funds tracked by Wall St. Rank held Deere & Co as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.