Apriem Advisors’s Smith & Wesson SWBI Stock Holding History

Apriem Advisors’s Portfolio SWBI Stock Details SWBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,283	Closed	-$21K	–	348
2018 Q2	$21K	Buy	+2,283	New	+$20.5K	﹤0.01%	350
2017 Q2	–	Sell	-2,056	Closed	-$31K	–	489
2017 Q1	$31K	Hold	2,056	–	–	0.01%	288
2016 Q4	$33K	Sell	2,056 -1,301	-39%	-$24K	0.01%	279
2016 Q3	$69K	Hold	3,357	–	–	0.02%	197
2016 Q2	$70K	Hold	3,357	–	–	0.02%	196
2016 Q1	$69K	Sell	3,357 -1,847	-35%	-$34.4K	0.03%	171
2015 Q4	$88K	Hold	5,204	–	–	0.03%	149
2015 Q3	$67K	Hold	5,204	–	–	0.02%	173
2015 Q2	$66K	Hold	5,204	–	–	0.02%	181
2015 Q1	$51K	Hold	5,204	–	–	0.02%	208
2014 Q4	$38K	Hold	5,204	–	–	0.01%	218
2014 Q3	$38K	Buy	5,204 +1,951	+60%	+$18.2K	0.01%	238
2014 Q2	$36K	Hold	3,253	–	–	0.01%	224
2014 Q1	$37K	Buy	3,253 +1,432	+79%	+$14.7K	0.01%	247
2013 Q4	$19K	Buy	+1,821	New	+$16.3K	0.01%	294

Other funds holding SWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Apriem Advisors's SWBI Position: Q3 2018 in Review

Apriem Advisors sold out of Smith & Wesson (SWBI) in Q3 2018, closing a stake of 2,283 shares — an estimated $21K sold.

Apriem Advisors first reported a position in SWBI in Q4 2013 and held it in 15 quarters. The position peaked at $88K in Q4 2015. 170 funds tracked by Wall St. Rank hold SWBI as of Q3 2018.

Apriem Advisors reported no remaining Smith & Wesson position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 2,283 Smith & Wesson shares in Q3 2018, an estimated $21K.
Apriem Advisors first reported a position in Smith & Wesson in Q4 2013 and held it in 15 quarters.
Apriem Advisors's Smith & Wesson position peaked at $88K in Q4 2015.
170 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.