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Carroll Financial Associates’s Insteel Industries IIIN Stock Holding History

Carroll Financial Associates’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-524
Closed -$18K – 1328
2018
Q3 		$18K Buy
+524
New +$20.1K ﹤0.01% 735
2016
Q3 		– Sell
-14
Closed – – 1171
2016
Q2 		$0 Hold
14
– – ﹤0.01% 1168
2016
Q1 		$0 Buy
+14
New +$349 ﹤0.01% 1159

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RA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Carroll Financial Associates's IIIN Position: Q4 2018 in Review

Carroll Financial Associates sold out of Insteel Industries (IIIN) in Q4 2018, closing a stake of 524 shares — an estimated $18K sold.

Carroll Financial Associates first reported a position in IIIN in Q1 2016 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 128 funds tracked by Wall St. Rank hold IIIN as of Q4 2018.

  • Carroll Financial Associates reported no remaining Insteel Industries position as of Q4 2018 after selling out during the quarter.
  • Carroll Financial Associates sold 524 Insteel Industries shares in Q4 2018, an estimated $18K.
  • Carroll Financial Associates first reported a position in Insteel Industries in Q1 2016 and held it in 3 quarters.
  • Carroll Financial Associates's Insteel Industries position peaked at $18K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Insteel Industries as of Q4 2018.

Based on Carroll Financial Associates's 13F filing for Q4 2018, filed 11 Jan 2019.