Wells Fargo
SMA

Wells Fargo’s SYMMETRY MEDICAL INC SMA Stock Holding History

Wells Fargo’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-53,839
Closed -$544K – 6680
2014
Q3 		$544K Sell
53,839
-4,020
-7% -$37.2K ﹤0.01% 3850
2014
Q2 		$513K Buy
57,859
+27,023
+88% +$236K ﹤0.01% 3898
2014
Q1 		$288K Buy
30,836
+29,561
+2,319% +$295K ﹤0.01% 4154
2013
Q4 		$13K Sell
1,275
-313,620
-100% -$2.73M ﹤0.01% 5138
2013
Q3 		$2.57M Sell
314,895
-2,289
-0.7% -$19.4K ﹤0.01% 2711
2013
Q2 		$2.67M Buy
+317,184
New +$3.26M ﹤0.01% 2597

Wells Fargo's SMA Position: Q4 2014 in Review

Wells Fargo sold out of SYMMETRY MEDICAL INC (SMA) in Q4 2014, closing a stake of 53,839 shares — an estimated $544K sold.

Wells Fargo first reported a position in SMA in Q2 2013 and held it in 6 quarters. The position peaked at $2.67M in Q2 2013. 0 funds tracked by Wall St. Rank hold SMA as of Q4 2014.

  • Wells Fargo reported no remaining SYMMETRY MEDICAL INC position as of Q4 2014 after selling out during the quarter.
  • Wells Fargo sold 53,839 SYMMETRY MEDICAL INC shares in Q4 2014, an estimated $544K.
  • Wells Fargo first reported a position in SYMMETRY MEDICAL INC in Q2 2013 and held it in 6 quarters.
  • Wells Fargo's SYMMETRY MEDICAL INC position peaked at $2.67M in Q2 2013.
  • 0 funds tracked by Wall St. Rank held SYMMETRY MEDICAL INC as of Q4 2014.

Based on Wells Fargo's 13F filing for Q4 2014, filed 11 Feb 2015.