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WealthTrust-Arizona’s Sonida Senior Living SNDA Stock Holding History

WealthTrust-Arizona’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-6
Closed -$2K – 629
2015
Q2 		$2K Hold
6
– – ﹤0.01% 579
2015
Q1 		$2K Hold
6
– – ﹤0.01% 593
2014
Q4 		$2K Hold
6
– – ﹤0.01% 561
2014
Q3 		$2K Hold
6
– – ﹤0.01% 566
2014
Q2 		$2K Hold
6
– – ﹤0.01% 564
2014
Q1 		$2K Hold
6
– – ﹤0.01% 587
2013
Q4 		$2K Hold
6
– – ﹤0.01% 574
2013
Q3 		$2K Hold
6
– – ﹤0.01% 564
2013
Q2 		$2K Buy
+6
New +$2.27K ﹤0.01% 535

Other funds holding SNDA

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
LA
Lucus Advisors New York $57.7M AUM 0.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

WealthTrust-Arizona's SNDA Position: Q3 2015 in Review

WealthTrust-Arizona sold out of Sonida Senior Living (SNDA) in Q3 2015, closing a stake of 6 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in SNDA in Q2 2013 and held it in 9 quarters. The position peaked at $2K in Q2 2015. 104 funds tracked by Wall St. Rank hold SNDA as of Q3 2015.

  • WealthTrust-Arizona reported no remaining Sonida Senior Living position as of Q3 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 6 Sonida Senior Living shares in Q3 2015, an estimated $2K.
  • WealthTrust-Arizona first reported a position in Sonida Senior Living in Q2 2013 and held it in 9 quarters.
  • WealthTrust-Arizona's Sonida Senior Living position peaked at $2K in Q2 2015.
  • 104 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2015.

Based on WealthTrust-Arizona's 13F filing for Q3 2015, filed 28 Oct 2015.