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Bellwether Investment Group’s Smith & Wesson SWBI Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-137
Closed -$2K – 541
2017
Q1 		$2K Hold
137
– – 0.01% 723
2016
Q4 		$2K Buy
+137
New +$2.53K ﹤0.01% 909
2016
Q2 		$5K Buy
+222
New +$3.96K 0.01% 497

Other funds holding SWBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Bellwether Investment Group sold out of Smith & Wesson (SWBI) in Q2 2017, closing a stake of 137 shares — an estimated $2K sold.

Bellwether Investment Group first reported a position in SWBI in Q2 2016 and held it in 3 quarters. The position peaked at $5K in Q2 2016. 180 funds tracked by Wall St. Rank hold SWBI as of Q2 2017.

  • Bellwether Investment Group reported no remaining Smith & Wesson position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 137 Smith & Wesson shares in Q2 2017, an estimated $2K.
  • Bellwether Investment Group first reported a position in Smith & Wesson in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Smith & Wesson position peaked at $5K in Q2 2016.
  • 180 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2017.

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