SHWM
YHOO

Smith & Howard Wealth Management’s Yahoo Inc YHOO Stock Holding History

Smith & Howard Wealth Management’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-625
Closed -$25K – 237
2013
Q4 		$25K Buy
625
+500
+400% +$17.9K 0.01% 148
2013
Q3 		$4K Buy
+125
New +$3.54K ﹤0.01% 234

Other funds holding YHOO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

Smith & Howard Wealth Management sold out of Yahoo Inc (YHOO) in Q1 2014, closing a stake of 625 shares — an estimated $25K sold.

Smith & Howard Wealth Management first reported a position in YHOO in Q3 2013 and held it in 2 quarters. The position peaked at $25K in Q4 2013. 655 funds tracked by Wall St. Rank hold YHOO as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Yahoo Inc position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 625 Yahoo Inc shares in Q1 2014, an estimated $25K.
  • Smith & Howard Wealth Management first reported a position in Yahoo Inc in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's Yahoo Inc position peaked at $25K in Q4 2013.
  • 655 funds tracked by Wall St. Rank held Yahoo Inc as of Q1 2014.

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