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Financial Architects (New Jersey)’s Smith & Wesson SWBI Stock Holding History

Financial Architects (New Jersey)’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,431
Closed -$22K – 1627
2017
Q1 		$22K Buy
+1,431
New +$21.8K ﹤0.01% 920

Other funds holding SWBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Architects (New Jersey)'s SWBI Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of Smith & Wesson (SWBI) in Q2 2017, closing a stake of 1,431 shares — an estimated $22K sold.

Financial Architects (New Jersey) first reported a position in SWBI in Q1 2017 and held it in 1 quarter. The position peaked at $22K in Q1 2017. 180 funds tracked by Wall St. Rank hold SWBI as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining Smith & Wesson position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,431 Smith & Wesson shares in Q2 2017, an estimated $22K.
  • Financial Architects (New Jersey) first reported a position in Smith & Wesson in Q1 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Smith & Wesson position peaked at $22K in Q1 2017.
  • 180 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.