SSWM
MDR

Smith Salley Wealth Management’s McDermott International MDR Stock Holding History

Smith Salley Wealth Management’s Portfolio MDR Stock Details MDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,633
Closed -$78K – 181
2017
Q2 		$78K Hold
3,633
– – 0.02% 171
2017
Q1 		$74K Hold
3,633
– – 0.02% 173
2016
Q4 		$81K Sell
3,633
-1,634
-31% -$30.4K 0.02% 157
2016
Q3 		$79K Hold
5,267
– – 0.02% 154
2016
Q2 		$78K Buy
5,267
+300
+6% +$4.05K 0.02% 156
2016
Q1 		$61K Sell
4,967
-974
-16% -$9.25K 0.02% 157
2015
Q4 		$60K Buy
+5,941
New +$81.4K 0.02% 158
2013
Q3 		– Sell
-9,492
Closed -$233K – 101
2013
Q2 		$233K Buy
+9,492
New +$275K 0.19% 81

Other funds holding MDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Smith Salley Wealth Management's MDR Position: Q3 2017 in Review

Smith Salley Wealth Management sold out of McDermott International (MDR) in Q3 2017, closing a stake of 3,633 shares — an estimated $78K sold.

Smith Salley Wealth Management first reported a position in MDR in Q2 2013 and held it in 8 quarters. The position peaked at $233K in Q2 2013. 238 funds tracked by Wall St. Rank hold MDR as of Q3 2017.

  • Smith Salley Wealth Management reported no remaining McDermott International position as of Q3 2017 after selling out during the quarter.
  • Smith Salley Wealth Management sold 3,633 McDermott International shares in Q3 2017, an estimated $78K.
  • Smith Salley Wealth Management first reported a position in McDermott International in Q2 2013 and held it in 8 quarters.
  • Smith Salley Wealth Management's McDermott International position peaked at $233K in Q2 2013.
  • 238 funds tracked by Wall St. Rank held McDermott International as of Q3 2017.

Based on Smith Salley Wealth Management's 13F filing for Q3 2017, filed 2 Nov 2017.