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Strategic Wealth Management’s Sanofi SNY Stock Holding History

Strategic 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
-10,815
Closed -$610K – 60
2014
Q3 		$610K Buy
+10,815
New +$581K 0.64% 38

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

Strategic Wealth Management's SNY Position: Q4 2014 in Review

Strategic Wealth Management sold out of Sanofi (SNY) in Q4 2014, closing a stake of 10,815 shares — an estimated $610K sold.

Strategic Wealth Management first reported a position in SNY in Q3 2014 and held it in 1 quarter. The position peaked at $610K in Q3 2014. 499 funds tracked by Wall St. Rank hold SNY as of Q4 2014.

  • Strategic Wealth Management reported no remaining Sanofi position as of Q4 2014 after selling out during the quarter.
  • Strategic Wealth Management sold 10,815 Sanofi shares in Q4 2014, an estimated $610K.
  • Strategic Wealth Management first reported a position in Sanofi in Q3 2014 and held it in 1 quarter.
  • Strategic Wealth Management's Sanofi position peaked at $610K in Q3 2014.
  • 499 funds tracked by Wall St. Rank held Sanofi as of Q4 2014.

Based on Strategic Wealth Management's 13F filing for Q4 2014, filed 26 Jan 2015.