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Bellwether Investment Group’s SmartFinancial SMBK Stock Holding History

Bellwether Investment Group’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-500
Closed -$11K – 518
2017
Q1 		$11K Hold
500
– – 0.03% 469
2016
Q4 		$10K Buy
+500
New +$9.03K 0.01% 644
2016
Q2 		$8K Buy
+500
New +$8.16K 0.01% 439

Other funds holding SMBK

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bellwether Investment Group's SMBK Position: Q2 2017 in Review

Bellwether Investment Group sold out of SmartFinancial (SMBK) in Q2 2017, closing a stake of 500 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in SMBK in Q2 2016 and held it in 3 quarters. The position peaked at $11K in Q1 2017. 48 funds tracked by Wall St. Rank hold SMBK as of Q2 2017.

  • Bellwether Investment Group reported no remaining SmartFinancial position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 500 SmartFinancial shares in Q2 2017, an estimated $11K.
  • Bellwether Investment Group first reported a position in SmartFinancial in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's SmartFinancial position peaked at $11K in Q1 2017.
  • 48 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.