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Glassman Wealth Services’s Insteel Industries IIIN Stock Holding History

Glassman Wealth Services’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10
Closed – – 869
2018
Q3 		$0 Hold
10
– – ﹤0.01% 876
2018
Q2 		$0 Hold
10
– – ﹤0.01% 863
2018
Q1 		$0 Buy
+10
New +$298 ﹤0.01% 814

Other funds holding IIIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Glassman Wealth Services's IIIN Position: Q4 2018 in Review

Glassman Wealth Services sold out of Insteel Industries (IIIN) in Q4 2018, closing a stake of 10 shares.

Glassman Wealth Services first reported a position in IIIN in Q1 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 128 funds tracked by Wall St. Rank hold IIIN as of Q4 2018.

  • Glassman Wealth Services reported no remaining Insteel Industries position as of Q4 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 10 Insteel Industries shares in Q4 2018.
  • Glassman Wealth Services first reported a position in Insteel Industries in Q1 2018 and held it in 3 quarters.
  • Glassman Wealth Services's Insteel Industries position peaked at $0 in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Insteel Industries as of Q4 2018.

Based on Glassman Wealth Services's 13F filing for Q4 2018, filed 6 Feb 2019.