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Smith & Howard Wealth Management’s Teva Pharmaceuticals TEVA Stock Holding History

Smith & Howard Wealth Management’s Portfolio TEVA Stock Details TEVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,000
Closed -$80K – 196
2013
Q4 		$80K Sell
2,000
-242
-11% -$9.53K 0.04% 95
2013
Q3 		$85K Hold
2,242
– – 0.05% 87
2013
Q2 		$88K Buy
+2,242
New +$87.3K 0.06% 80

Other funds holding TEVA

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

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

Smith & Howard Wealth Management sold out of Teva Pharmaceuticals (TEVA) in Q1 2014, closing a stake of 2,000 shares — an estimated $80K sold.

Smith & Howard Wealth Management first reported a position in TEVA in Q2 2013 and held it in 3 quarters. The position peaked at $88K in Q2 2013. 770 funds tracked by Wall St. Rank hold TEVA as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Teva Pharmaceuticals position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 2,000 Teva Pharmaceuticals shares in Q1 2014, an estimated $80K.
  • Smith & Howard Wealth Management first reported a position in Teva Pharmaceuticals in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Teva Pharmaceuticals position peaked at $88K in Q2 2013.
  • 770 funds tracked by Wall St. Rank held Teva Pharmaceuticals as of Q1 2014.

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