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Smith & Howard Wealth Management’s Workday WDAY Stock Holding History

Smith & Howard Wealth Management’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,353
Closed -$343K – 270
2013
Q2 		$343K Buy
+5,353
New +$336K 0.22% 26

Other funds holding WDAY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GX
Greylock XI Cambridge, Massachusetts $7.71M AUM 28.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smith & Howard Wealth Management's WDAY Position: Q3 2013 in Review

Smith & Howard Wealth Management sold out of Workday (WDAY) in Q3 2013, closing a stake of 5,353 shares — an estimated $343K sold.

Smith & Howard Wealth Management first reported a position in WDAY in Q2 2013 and held it in 1 quarter. The position peaked at $343K in Q2 2013. 227 funds tracked by Wall St. Rank hold WDAY as of Q3 2013.

  • Smith & Howard Wealth Management reported no remaining Workday position as of Q3 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 5,353 Workday shares in Q3 2013, an estimated $343K.
  • Smith & Howard Wealth Management first reported a position in Workday in Q2 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Workday position peaked at $343K in Q2 2013.
  • 227 funds tracked by Wall St. Rank held Workday as of Q3 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.