AF
SMED

Allworth Financial’s Sharps Compliance Corp SMED Stock Holding History

Allworth Financial’s Portfolio SMED Stock Details SMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-500
Closed -$2K – 841
2016
Q4 		$2K Hold
500
– – ﹤0.01% 606
2016
Q3 		$2K Buy
+500
New +$2.42K ﹤0.01% 612

Other funds holding SMED

GF
Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Allworth Financial's SMED Position: Q1 2017 in Review

Allworth Financial sold out of Sharps Compliance Corp (SMED) in Q1 2017, closing a stake of 500 shares — an estimated $2K sold.

Allworth Financial first reported a position in SMED in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 29 funds tracked by Wall St. Rank hold SMED as of Q1 2017.

  • Allworth Financial reported no remaining Sharps Compliance Corp position as of Q1 2017 after selling out during the quarter.
  • Allworth Financial sold 500 Sharps Compliance Corp shares in Q1 2017, an estimated $2K.
  • Allworth Financial first reported a position in Sharps Compliance Corp in Q3 2016 and held it in 2 quarters.
  • Allworth Financial's Sharps Compliance Corp position peaked at $2K in Q4 2016.
  • 29 funds tracked by Wall St. Rank held Sharps Compliance Corp as of Q1 2017.

Based on Allworth Financial's 13F filing for Q1 2017, filed 9 May 2017.