IA
SMRT

IFP Advisors’s Stein Mart Inc SMRT Stock Holding History

IFP Advisors’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-230
Closed -$395 – 4003
2018
Q3 		$1K Hold
230
– – ﹤0.01% 3764
2018
Q2 		$1K Hold
230
– – ﹤0.01% 3818
2018
Q1 		$0 Hold
230
– – ﹤0.01% 3877
2017
Q4 		$0 Hold
230
– – ﹤0.01% 4236
2017
Q3 		$0 Buy
+230
New +$298 ﹤0.01% 4293
2017
Q1 		– Sell
-10
Closed – – 4215
2016
Q4 		$0 Hold
10
– – ﹤0.01% 4209
2016
Q3 		$0 Hold
10
– – ﹤0.01% 4128
2016
Q2 		$0 Buy
+10
New +$70 ﹤0.01% 4177
2016
Q1 		– Sell
-10
Closed – – 3752
2015
Q4 		$0 Buy
+10
New +$80 ﹤0.01% 3836

Other funds holding SMRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP Advisors's SMRT Position: Q4 2018 in Review

IFP Advisors sold out of Stein Mart Inc (SMRT) in Q4 2018, closing a stake of 230 shares — an estimated $395 sold.

IFP Advisors first reported a position in SMRT in Q4 2015 and held it in 9 quarters. The position peaked at $1K in Q3 2018. 49 funds tracked by Wall St. Rank hold SMRT as of Q4 2018.

  • IFP Advisors reported no remaining Stein Mart Inc position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 230 Stein Mart Inc shares in Q4 2018, an estimated $395.
  • IFP Advisors first reported a position in Stein Mart Inc in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's Stein Mart Inc position peaked at $1K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Stein Mart Inc as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.