Virtus Fund Advisers’s Simpson Manufacturing SSD Stock Holding History

Virtus Fund Advisers’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
2017 Q4	$337K	Sell	5,872 -3,347	-36%	-$185K	﹤0.01%	426
2017 Q3	$452K	Sell	9,219 -574	-6%	-$25.6K	﹤0.01%	294
2017 Q2	$426K	Sell	9,793 -292	-3%	-$12.2K	﹤0.01%	323
2017 Q1	$436K	Sell	10,085 -651	-6%	-$28.2K	﹤0.01%	337
2016 Q4	$470K	Hold	10,736	–	–	﹤0.01%	337
2016 Q3	$472K	Sell	10,736 -8,186	-43%	-$349K	﹤0.01%	335
2016 Q2	$754K	Hold	18,922	–	–	0.01%	292
2016 Q1	$722K	Sell	18,922 -4,085	-18%	-$138K	0.01%	301
2015 Q4	$786K	Sell	23,007 -241	-1%	-$8.74K	0.01%	308
2015 Q3	$782K	Sell	23,248 -34,516	-60%	-$1.2M	0.01%	305
2015 Q2	$1.96M	Sell	57,764 -806	-1%	-$27.9K	0.01%	308
2015 Q1	$2.19M	Sell	58,570 -5,420	-8%	-$190K	0.02%	313
2014 Q4	$2.21M	Buy	63,990 +309	+0.5%	+$10.1K	0.02%	320
2014 Q3	$1.86M	Sell	63,681 -3,080	-5%	-$99.8K	0.01%	347
2014 Q2	$2.43M	Buy	+66,761	New	+$2.27M	0.02%	346

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Virtus Fund Advisers's SSD Position: Q4 2017 in Review

Virtus Fund Advisers reduced its Simpson Manufacturing (SSD) stake by 36% in Q4 2017, selling an estimated $185K and leaving 5,872 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Virtus Fund Advisers first reported a position in SSD in Q2 2014 and has held it in 15 quarters since. The position peaked at $2.43M in Q2 2014. 214 funds tracked by Wall St. Rank hold SSD as of Q4 2017.

Virtus Fund Advisers held 5,872 shares of Simpson Manufacturing worth $337K as of Q4 2017.
Virtus Fund Advisers sold 3,347 Simpson Manufacturing shares in Q4 2017, an estimated $185K.
Simpson Manufacturing made up ﹤0.01% of Virtus Fund Advisers's portfolio in Q4 2017, its #426 holding.
Virtus Fund Advisers first reported a position in Simpson Manufacturing in Q2 2014 and has held it in 15 quarters since.
Virtus Fund Advisers's Simpson Manufacturing position peaked at $2.43M in Q2 2014.
214 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.