SSW
ANZ

Smith Shellnut Wilson’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Smith Shellnut Wilson’s Portfolio ANZ Stock Details ANZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,175
Closed -$229K – 141
2017
Q4 		$229K Hold
10,175
– – 0.19% 116
2017
Q3 		$236K Hold
10,175
– – 0.21% 114
2017
Q2 		$183K Hold
10,175
– – 0.19% 124
2017
Q1 		$247K Hold
10,175
– – 0.23% 109
2016
Q4 		$224K Buy
+10,175
New +$224K 0.22% 112

Other funds holding ANZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
PAM
Paradigm Asset Management New York $426M AUM 18.16% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Smith Shellnut Wilson's ANZ Position: Q1 2018 in Review

Smith Shellnut Wilson sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q1 2018, closing a stake of 10,175 shares — an estimated $229K sold.

Smith Shellnut Wilson first reported a position in ANZ in Q4 2016 and held it in 5 quarters. The position peaked at $247K in Q1 2017. 15 funds tracked by Wall St. Rank hold ANZ as of Q1 2018.

  • Smith Shellnut Wilson reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q1 2018 after selling out during the quarter.
  • Smith Shellnut Wilson sold 10,175 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q1 2018, an estimated $229K.
  • Smith Shellnut Wilson first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q4 2016 and held it in 5 quarters.
  • Smith Shellnut Wilson's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $247K in Q1 2017.
  • 15 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q1 2018.

Based on Smith Shellnut Wilson's 13F filing for Q1 2018, filed 24 Apr 2018.