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Smith & Howard Wealth Management’s Fastenal FAST Stock Holding History

Smith & Howard Wealth Management’s Portfolio FAST Stock Details FAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-124
Closed -$1K – 95
2013
Q4 		$1K Hold
124
– – ﹤0.01% 238
2013
Q3 		$2K Hold
124
– – ﹤0.01% 244
2013
Q2 		$1K Buy
+124
New +$1.52K ﹤0.01% 222

Other funds holding FAST

RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Smith & Howard Wealth Management sold out of Fastenal (FAST) in Q1 2014, closing a stake of 124 shares — an estimated $1K sold.

Smith & Howard Wealth Management first reported a position in FAST in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q3 2013. 504 funds tracked by Wall St. Rank hold FAST as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Fastenal position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 124 Fastenal shares in Q1 2014, an estimated $1K.
  • Smith & Howard Wealth Management first reported a position in Fastenal in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Fastenal position peaked at $2K in Q3 2013.
  • 504 funds tracked by Wall St. Rank held Fastenal as of Q1 2014.

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