SHWM
LNKD

Smith & Howard Wealth Management’s LinkedIn Corporation LNKD Stock Holding History

Smith & Howard Wealth Management’s Portfolio LNKD Stock Details LNKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,000
Closed -$217K – 250
2013
Q4 		$217K Hold
1,000
– – 0.12% 34
2013
Q3 		$246K Hold
1,000
– – 0.15% 30
2013
Q2 		$178K Buy
+1,000
New +$177K 0.11% 38

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Capital World Investors
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Ameriprise
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Smith & Howard Wealth Management sold out of LinkedIn Corporation (LNKD) in Q1 2014, closing a stake of 1,000 shares — an estimated $217K sold.

Smith & Howard Wealth Management first reported a position in LNKD in Q2 2013 and held it in 3 quarters. The position peaked at $246K in Q3 2013. 429 funds tracked by Wall St. Rank hold LNKD as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining LinkedIn Corporation position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,000 LinkedIn Corporation shares in Q1 2014, an estimated $217K.
  • Smith & Howard Wealth Management first reported a position in LinkedIn Corporation in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's LinkedIn Corporation position peaked at $246K in Q3 2013.
  • 429 funds tracked by Wall St. Rank held LinkedIn Corporation as of Q1 2014.

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