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Wealthcare Capital Management’s Smith & Nephew SNN Stock Holding History

Wealthcare Capital Management’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-47
Closed -$2K – 577
2019
Q4 		$2K Buy
+47
New +$2.12K ﹤0.01% 550
2015
Q2 		– Sell
-41
Closed – – 793
2015
Q1 		$0 Buy
+41
New +$1.45K ﹤0.01% 1000

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthcare Capital Management's SNN Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Smith & Nephew (SNN) in Q1 2020, closing a stake of 47 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in SNN in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 230 funds tracked by Wall St. Rank hold SNN as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Smith & Nephew position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 47 Smith & Nephew shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Smith & Nephew in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Smith & Nephew position peaked at $2K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.