TFO
SSD icon

Tarbox Family Office’s Simpson Manufacturing SSD Stock Holding History

Tarbox Family Office’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
2020
Q4 		– Sell
-50
Closed -$5K – 1191
2020
Q3 		$5K Hold
50
– – ﹤0.01% 493
2020
Q2 		$4K Hold
50
– – ﹤0.01% 558
2020
Q1 		$3K Buy
+50
New +$3.9K ﹤0.01% 563
2014
Q2 		– Sell
-1,037
Closed -$36K – 525
2014
Q1 		$36K Sell
1,037
-1
-0.1% -$34 0.03% 131
2013
Q4 		$38K Buy
+1,038
New +$36.1K 0.03% 148

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Kayne Anderson Rudnick Investment Management
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CCA
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tarbox Family Office's SSD Position: Q4 2020 in Review

Tarbox Family Office sold out of Simpson Manufacturing (SSD) in Q4 2020, closing a stake of 50 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in SSD in Q4 2013 and held it in 5 quarters. The position peaked at $38K in Q4 2013. 298 funds tracked by Wall St. Rank hold SSD as of Q4 2020.

  • Tarbox Family Office reported no remaining Simpson Manufacturing position as of Q4 2020 after selling out during the quarter.
  • Tarbox Family Office sold 50 Simpson Manufacturing shares in Q4 2020, an estimated $5K.
  • Tarbox Family Office first reported a position in Simpson Manufacturing in Q4 2013 and held it in 5 quarters.
  • Tarbox Family Office's Simpson Manufacturing position peaked at $38K in Q4 2013.
  • 298 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.