World Asset Management’s Grupo SIMEC SIM Stock Holding History

World Asset Management’s Portfolio SIM Stock Details SIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-10,073	Closed	-$130K	–	1505
2017 Q1	$130K	Buy	10,073 +6	+0.1%	+$82	﹤0.01%	1346
2016 Q4	$145K	Sell	10,067 -814	-7%	-$9.42K	0.01%	1290
2016 Q3	$101K	Buy	10,881 +772	+8%	+$6.31K	﹤0.01%	1332
2016 Q2	$76K	Buy	+10,109	New	+$87.3K	﹤0.01%	1195
2014 Q1	–	Sell	-11,466	Closed	-$141K	–	1544
2013 Q4	$141K	Sell	11,466 -3,432	-23%	-$39.5K	﹤0.01%	1467
2013 Q3	$178K	Sell	14,898 -2,825	-16%	-$33.7K	﹤0.01%	1552
2013 Q2	$239K	Buy	+17,723	New	+$241K	0.01%	1471

Other funds holding SIM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

World Asset Management's SIM Position: Q2 2017 in Review

World Asset Management sold out of Grupo SIMEC (SIM) in Q2 2017, closing a stake of 10,073 shares — an estimated $130K sold.

World Asset Management first reported a position in SIM in Q2 2013 and held it in 7 quarters. The position peaked at $239K in Q2 2013. 14 funds tracked by Wall St. Rank hold SIM as of Q2 2017.

World Asset Management reported no remaining Grupo SIMEC position as of Q2 2017 after selling out during the quarter.
World Asset Management sold 10,073 Grupo SIMEC shares in Q2 2017, an estimated $130K.
World Asset Management first reported a position in Grupo SIMEC in Q2 2013 and held it in 7 quarters.
World Asset Management's Grupo SIMEC position peaked at $239K in Q2 2013.
14 funds tracked by Wall St. Rank held Grupo SIMEC as of Q2 2017.

Based on World Asset Management's 13F filing for Q2 2017, filed 28 Jul 2017.