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Smith & Howard Wealth Management’s PPG Industries PPG Stock Holding History

Smith & Howard Wealth Management’s Portfolio PPG Stock Details PPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-660
Closed -$63K – 175
2013
Q4 		$63K Hold
660
– – 0.03% 102
2013
Q3 		$55K Hold
660
– – 0.03% 102
2013
Q2 		$48K Buy
+660
New +$48.9K 0.03% 97

Other funds holding PPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Smith & Howard Wealth Management sold out of PPG Industries (PPG) in Q1 2014, closing a stake of 660 shares — an estimated $63K sold.

Smith & Howard Wealth Management first reported a position in PPG in Q2 2013 and held it in 3 quarters. The position peaked at $63K in Q4 2013. 724 funds tracked by Wall St. Rank hold PPG as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining PPG Industries position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 660 PPG Industries shares in Q1 2014, an estimated $63K.
  • Smith & Howard Wealth Management first reported a position in PPG Industries in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's PPG Industries position peaked at $63K in Q4 2013.
  • 724 funds tracked by Wall St. Rank held PPG Industries as of Q1 2014.

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