SSWM
FIO

Smith Salley Wealth Management’s FUSION-IO INC COM FIO Stock Holding History

Smith Salley Wealth Management’s Portfolio FIO Stock Details FIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-20,985
Closed -$299K – 104
2013
Q2 		$299K Buy
+20,985
New +$315K 0.24% 68

Other funds holding FIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Smith Salley Wealth Management's FIO Position: Q3 2013 in Review

Smith Salley Wealth Management sold out of FUSION-IO INC COM (FIO) in Q3 2013, closing a stake of 20,985 shares — an estimated $299K sold.

Smith Salley Wealth Management first reported a position in FIO in Q2 2013 and held it in 1 quarter. The position peaked at $299K in Q2 2013. 160 funds tracked by Wall St. Rank hold FIO as of Q3 2013.

  • Smith Salley Wealth Management reported no remaining FUSION-IO INC COM position as of Q3 2013 after selling out during the quarter.
  • Smith Salley Wealth Management sold 20,985 FUSION-IO INC COM shares in Q3 2013, an estimated $299K.
  • Smith Salley Wealth Management first reported a position in FUSION-IO INC COM in Q2 2013 and held it in 1 quarter.
  • Smith Salley Wealth Management's FUSION-IO INC COM position peaked at $299K in Q2 2013.
  • 160 funds tracked by Wall St. Rank held FUSION-IO INC COM as of Q3 2013.

Based on Smith Salley Wealth Management's 13F filing for Q3 2013, filed 12 Nov 2013.