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Bowling Portfolio Management’s SmartFinancial SMBK Stock Holding History

Bowling Portfolio Management’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
2020
Q3 		– Sell
-36,071
Closed -$584K – 472
2020
Q2 		$584K Hold
36,071
– – 0.12% 219
2020
Q1 		$549K Buy
+36,071
New +$708K 0.14% 221

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bowling Portfolio Management's SMBK Position: Q3 2020 in Review

Bowling Portfolio Management sold out of SmartFinancial (SMBK) in Q3 2020, closing a stake of 36,071 shares — an estimated $584K sold.

Bowling Portfolio Management first reported a position in SMBK in Q1 2020 and held it in 2 quarters. The position peaked at $584K in Q2 2020. 74 funds tracked by Wall St. Rank hold SMBK as of Q3 2020.

  • Bowling Portfolio Management reported no remaining SmartFinancial position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 36,071 SmartFinancial shares in Q3 2020, an estimated $584K.
  • Bowling Portfolio Management first reported a position in SmartFinancial in Q1 2020 and held it in 2 quarters.
  • Bowling Portfolio Management's SmartFinancial position peaked at $584K in Q2 2020.
  • 74 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.