CFA
SMT

Carroll Financial Associates’s SMART TECHNOLOGIES INC COM NEW SMT Stock Holding History

Carroll Financial Associates’s Portfolio SMT Stock Details SMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-20
Closed -$1K – 1003
2014
Q2 		$1K Hold
20
– – ﹤0.01% 895
2014
Q1 		$1K Buy
+20
New +$629 ﹤0.01% 846
2013
Q4 		– Sell
-20
Closed – – 937
2013
Q3 		$0 Buy
+20
New +$411 ﹤0.01% 889

Other funds holding SMT

IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Carroll Financial Associates's SMT Position: Q3 2014 in Review

Carroll Financial Associates sold out of SMART TECHNOLOGIES INC COM NEW (SMT) in Q3 2014, closing a stake of 20 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in SMT in Q3 2013 and held it in 3 quarters. The position peaked at $1K in Q2 2014. 31 funds tracked by Wall St. Rank hold SMT as of Q3 2014.

  • Carroll Financial Associates reported no remaining SMART TECHNOLOGIES INC COM NEW position as of Q3 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 20 SMART TECHNOLOGIES INC COM NEW shares in Q3 2014, an estimated $1K.
  • Carroll Financial Associates first reported a position in SMART TECHNOLOGIES INC COM NEW in Q3 2013 and held it in 3 quarters.
  • Carroll Financial Associates's SMART TECHNOLOGIES INC COM NEW position peaked at $1K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held SMART TECHNOLOGIES INC COM NEW as of Q3 2014.

Based on Carroll Financial Associates's 13F filing for Q3 2014, filed 13 Nov 2014.