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Bartlett & Co Wealth Management’s Standard Motor Products SMP Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SMP Stock Details SMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-500
Closed -$23.8K – 772
2018
Q1 		$23.8K Buy
+500
New +$23.7K ﹤0.01% 516

Other funds holding SMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Bartlett & Co Wealth Management's SMP Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of Standard Motor Products (SMP) in Q2 2018, closing a stake of 500 shares — an estimated $23.8K sold.

Bartlett & Co Wealth Management first reported a position in SMP in Q1 2018 and held it in 1 quarter. The position peaked at $23.8K in Q1 2018. 149 funds tracked by Wall St. Rank hold SMP as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining Standard Motor Products position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 500 Standard Motor Products shares in Q2 2018, an estimated $23.8K.
  • Bartlett & Co Wealth Management first reported a position in Standard Motor Products in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Standard Motor Products position peaked at $23.8K in Q1 2018.
  • 149 funds tracked by Wall St. Rank held Standard Motor Products as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.