SHWM
DELL

Smith & Howard Wealth Management’s DELL INC DELL Stock Holding History

Smith & Howard Wealth Management’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-210
Closed -$3K – 273
2013
Q3 		$3K Hold
210
– – ﹤0.01% 243
2013
Q2 		$3K Buy
+210
New +$2.84K ﹤0.01% 216

Other funds holding DELL

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
DSI
Daiwa SB Investments Tokyo, Japan $506M AUM 11% 1-Year Est. Return

Smith & Howard Wealth Management's DELL Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of DELL INC (DELL) in Q4 2013, closing a stake of 210 shares — an estimated $3K sold.

Smith & Howard Wealth Management first reported a position in DELL in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 4 funds tracked by Wall St. Rank hold DELL as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining DELL INC position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 210 DELL INC shares in Q4 2013, an estimated $3K.
  • Smith & Howard Wealth Management first reported a position in DELL INC in Q2 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's DELL INC position peaked at $3K in Q3 2013.
  • 4 funds tracked by Wall St. Rank held DELL INC as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.