SAM
FIO

Symphony Asset Management’s FUSION-IO INC COM FIO Stock Holding History

Symphony Asset Management’s Portfolio FIO Stock Details FIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-16,609
Closed -$223K – 508
2013
Q3 		$223K Buy
+16,609
New +$219K 0.02% 353

Other funds holding FIO

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Symphony Asset Management's FIO Position: Q4 2013 in Review

Symphony Asset Management sold out of FUSION-IO INC COM (FIO) in Q4 2013, closing a stake of 16,609 shares — an estimated $223K sold.

Symphony Asset Management first reported a position in FIO in Q3 2013 and held it in 1 quarter. The position peaked at $223K in Q3 2013. 152 funds tracked by Wall St. Rank hold FIO as of Q4 2013.

  • Symphony Asset Management reported no remaining FUSION-IO INC COM position as of Q4 2013 after selling out during the quarter.
  • Symphony Asset Management sold 16,609 FUSION-IO INC COM shares in Q4 2013, an estimated $223K.
  • Symphony Asset Management first reported a position in FUSION-IO INC COM in Q3 2013 and held it in 1 quarter.
  • Symphony Asset Management's FUSION-IO INC COM position peaked at $223K in Q3 2013.
  • 152 funds tracked by Wall St. Rank held FUSION-IO INC COM as of Q4 2013.

Based on Symphony Asset Management's 13F filing for Q4 2013, filed 11 Feb 2014.