SSWM
TSS

Smith Salley Wealth Management’s Total System Services, Inc. TSS Stock Holding History

Smith Salley Wealth Management’s Portfolio TSS Stock Details TSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-21,913
Closed -$678K – 182
2014
Q3 		$678K Sell
21,913
-9,207
-30% -$291K 0.18% 117
2014
Q2 		$977K Buy
+31,120
New +$954K 0.26% 103

Other funds holding TSS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Smith Salley Wealth Management sold out of Total System Services, Inc. (TSS) in Q4 2014, closing a stake of 21,913 shares — an estimated $678K sold.

Smith Salley Wealth Management first reported a position in TSS in Q2 2014 and held it in 2 quarters. The position peaked at $977K in Q2 2014. 348 funds tracked by Wall St. Rank hold TSS as of Q4 2014.

  • Smith Salley Wealth Management reported no remaining Total System Services, Inc. position as of Q4 2014 after selling out during the quarter.
  • Smith Salley Wealth Management sold 21,913 Total System Services, Inc. shares in Q4 2014, an estimated $678K.
  • Smith Salley Wealth Management first reported a position in Total System Services, Inc. in Q2 2014 and held it in 2 quarters.
  • Smith Salley Wealth Management's Total System Services, Inc. position peaked at $977K in Q2 2014.
  • 348 funds tracked by Wall St. Rank held Total System Services, Inc. as of Q4 2014.

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