Smith Salley Wealth Management’s Howard Hughes HHH Stock Holding History

Smith Salley Wealth Management’s Portfolio HHH Stock Details HHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,693	Closed	-$210K	–	170
2014 Q4	$210K	Hold	1,693	–	–	0.05%	159
2014 Q3	$242K	Hold	1,693	–	–	0.06%	156
2014 Q2	$255K	Hold	1,693	–	–	0.07%	161
2014 Q1	$230K	Buy	+1,693	New	+$213K	0.14%	100

Other funds holding HHH

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Smith Salley Wealth Management's HHH Position: Q1 2015 in Review

Smith Salley Wealth Management sold out of Howard Hughes (HHH) in Q1 2015, closing a stake of 1,693 shares — an estimated $210K sold.

Smith Salley Wealth Management first reported a position in HHH in Q1 2014 and held it in 4 quarters. The position peaked at $255K in Q2 2014. 212 funds tracked by Wall St. Rank hold HHH as of Q1 2015.

Smith Salley Wealth Management reported no remaining Howard Hughes position as of Q1 2015 after selling out during the quarter.
Smith Salley Wealth Management sold 1,693 Howard Hughes shares in Q1 2015, an estimated $210K.
Smith Salley Wealth Management first reported a position in Howard Hughes in Q1 2014 and held it in 4 quarters.
Smith Salley Wealth Management's Howard Hughes position peaked at $255K in Q2 2014.
212 funds tracked by Wall St. Rank held Howard Hughes as of Q1 2015.

Based on Smith Salley Wealth Management's 13F filing for Q1 2015, filed 5 May 2015.