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Carroll Financial Associates’s Standard Motor Products SMP Stock Holding History

Carroll Financial Associates’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
2015
Q3 		– Sell
-40
Closed -$1.4K – 1161
2015
Q2 		$1K Hold
40
– – ﹤0.01% 1036
2015
Q1 		$2K Hold
40
– – ﹤0.01% 739
2014
Q4 		$2K Hold
40
– – ﹤0.01% 671
2014
Q3 		$1K Hold
40
– – ﹤0.01% 793
2014
Q2 		$2K Hold
40
– – ﹤0.01% 824
2014
Q1 		$1K Buy
+40
New +$1.36K ﹤0.01% 821
2013
Q4 		– Sell
-40
Closed -$1K – 888
2013
Q3 		$1K Buy
+40
New +$1.31K ﹤0.01% 753

Other funds holding SMP

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Carroll Financial Associates's SMP Position: Q3 2015 in Review

Carroll Financial Associates sold out of Standard Motor Products (SMP) in Q3 2015, closing a stake of 40 shares — an estimated $1.4K sold.

Carroll Financial Associates first reported a position in SMP in Q3 2013 and held it in 7 quarters. The position peaked at $2K in Q1 2015. 121 funds tracked by Wall St. Rank hold SMP as of Q3 2015.

  • Carroll Financial Associates reported no remaining Standard Motor Products position as of Q3 2015 after selling out during the quarter.
  • Carroll Financial Associates sold 40 Standard Motor Products shares in Q3 2015, an estimated $1.4K.
  • Carroll Financial Associates first reported a position in Standard Motor Products in Q3 2013 and held it in 7 quarters.
  • Carroll Financial Associates's Standard Motor Products position peaked at $2K in Q1 2015.
  • 121 funds tracked by Wall St. Rank held Standard Motor Products as of Q3 2015.

Based on Carroll Financial Associates's 13F filing for Q3 2015, filed 28 Oct 2015.