SHWM
OA

Smith & Howard Wealth Management’s Orbital ATK, Inc. OA Stock Holding History

Smith & Howard Wealth Management’s Portfolio OA Stock Details OA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-510
Closed -$50K – 267
2013
Q3 		$50K Buy
+510
New +$48.4K 0.03% 111

Other funds holding OA

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Smith & Howard Wealth Management sold out of Orbital ATK, Inc. (OA) in Q4 2013, closing a stake of 510 shares — an estimated $50K sold.

Smith & Howard Wealth Management first reported a position in OA in Q3 2013 and held it in 1 quarter. The position peaked at $50K in Q3 2013. 285 funds tracked by Wall St. Rank hold OA as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining Orbital ATK, Inc. position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 510 Orbital ATK, Inc. shares in Q4 2013, an estimated $50K.
  • Smith & Howard Wealth Management first reported a position in Orbital ATK, Inc. in Q3 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Orbital ATK, Inc. position peaked at $50K in Q3 2013.
  • 285 funds tracked by Wall St. Rank held Orbital ATK, Inc. as of Q4 2013.

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