SIM
SSD icon

Sonora Investment Management’s Simpson Manufacturing SSD Stock Holding History

Sonora Investment Management’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-125
Closed -$4K – 1114
2015
Q3 		$4K Buy
+125
New +$4.36K ﹤0.01% 827

Other funds holding SSD

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Sonora Investment Management's SSD Position: Q4 2015 in Review

Sonora Investment Management sold out of Simpson Manufacturing (SSD) in Q4 2015, closing a stake of 125 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in SSD in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 155 funds tracked by Wall St. Rank hold SSD as of Q4 2015.

  • Sonora Investment Management reported no remaining Simpson Manufacturing position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 125 Simpson Manufacturing shares in Q4 2015, an estimated $4K.
  • Sonora Investment Management first reported a position in Simpson Manufacturing in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Simpson Manufacturing position peaked at $4K in Q3 2015.
  • 155 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.