CCFM
SMAR

Clear Creek Financial Management’s Smartsheet Inc. SMAR Stock Holding History

Clear Creek Financial Management’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-14,596
Closed -$706K – 155
2019
Q2 		$706K Buy
+14,596
New +$620K 0.3% 48

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Clear Creek Financial Management's SMAR Position: Q3 2019 in Review

Clear Creek Financial Management sold out of Smartsheet Inc. (SMAR) in Q3 2019, closing a stake of 14,596 shares — an estimated $706K sold.

Clear Creek Financial Management first reported a position in SMAR in Q2 2019 and held it in 1 quarter. The position peaked at $706K in Q2 2019. 233 funds tracked by Wall St. Rank hold SMAR as of Q3 2019.

  • Clear Creek Financial Management reported no remaining Smartsheet Inc. position as of Q3 2019 after selling out during the quarter.
  • Clear Creek Financial Management sold 14,596 Smartsheet Inc. shares in Q3 2019, an estimated $706K.
  • Clear Creek Financial Management first reported a position in Smartsheet Inc. in Q2 2019 and held it in 1 quarter.
  • Clear Creek Financial Management's Smartsheet Inc. position peaked at $706K in Q2 2019.
  • 233 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2019.

Based on Clear Creek Financial Management's 13F filing for Q3 2019, filed 15 Nov 2019.