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Smith Salley Wealth Management’s Sanofi SNY Stock Holding History

Smith Salley Wealth Management’s Portfolio SNY Stock Details SNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-51,778
Closed -$2.92M – 177
2014
Q3 		$2.92M Buy
51,778
+2,926
+6% +$157K 0.78% 45
2014
Q2 		$2.6M Buy
48,852
+8,320
+21% +$442K 0.69% 54
2014
Q1 		$2.12M Buy
40,532
+160
+0.4% +$8.1K 1.32% 34
2013
Q4 		$2.17M Buy
+40,372
New +$2.08M 1.41% 30

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Smith Salley Wealth Management's SNY Position: Q4 2014 in Review

Smith Salley Wealth Management sold out of Sanofi (SNY) in Q4 2014, closing a stake of 51,778 shares — an estimated $2.92M sold.

Smith Salley Wealth Management first reported a position in SNY in Q4 2013 and held it in 4 quarters. The position peaked at $2.92M in Q3 2014. 499 funds tracked by Wall St. Rank hold SNY as of Q4 2014.

  • Smith Salley Wealth Management reported no remaining Sanofi position as of Q4 2014 after selling out during the quarter.
  • Smith Salley Wealth Management sold 51,778 Sanofi shares in Q4 2014, an estimated $2.92M.
  • Smith Salley Wealth Management first reported a position in Sanofi in Q4 2013 and held it in 4 quarters.
  • Smith Salley Wealth Management's Sanofi position peaked at $2.92M in Q3 2014.
  • 499 funds tracked by Wall St. Rank held Sanofi as of Q4 2014.

Based on Smith Salley Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.