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Endicott Management’s SmartFinancial SMBK Stock Holding History

Endicott 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
2018
Q2 		– Sell
-50,000
Closed -$1.18M – 9
2018
Q1 		$1.18M Hold
50,000
– – 0.77% 10
2017
Q4 		$1.08M Hold
50,000
– – 0.57% 11
2017
Q3 		$1.2M Hold
50,000
– – 0.71% 10
2017
Q2 		$1.2M Buy
+50,000
New +$1.15M 0.69% 12

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Endicott Management's SMBK Position: Q2 2018 in Review

Endicott Management sold out of SmartFinancial (SMBK) in Q2 2018, closing a stake of 50,000 shares — an estimated $1.18M sold.

Endicott Management first reported a position in SMBK in Q2 2017 and held it in 4 quarters. The position peaked at $1.2M in Q2 2017. 69 funds tracked by Wall St. Rank hold SMBK as of Q2 2018.

  • Endicott Management reported no remaining SmartFinancial position as of Q2 2018 after selling out during the quarter.
  • Endicott Management sold 50,000 SmartFinancial shares in Q2 2018, an estimated $1.18M.
  • Endicott Management first reported a position in SmartFinancial in Q2 2017 and held it in 4 quarters.
  • Endicott Management's SmartFinancial position peaked at $1.2M in Q2 2017.
  • 69 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2018.

Based on Endicott Management's 13F filing for Q2 2018, filed 14 Aug 2018.