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IFP Advisors’s Smith Micro Software SMSI Stock Holding History

IFP Advisors’s Portfolio SMSI Stock Details SMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-25
Closed -$3K – 3833
2018
Q3 		$3K Buy
+25
New +$2.49K ﹤0.01% 3444
2017
Q4 		– Sell
-38
Closed -$2K – 4077
2017
Q3 		$2K Hold
38
– – ﹤0.01% 3790
2017
Q2 		$2K Hold
38
– – ﹤0.01% 3767
2017
Q1 		$1K Hold
38
– – ﹤0.01% 3849
2016
Q4 		$2K Hold
38
– – ﹤0.01% 3674
2016
Q3 		$3K Hold
38
– – ﹤0.01% 3483
2016
Q2 		$4K Buy
+38
New +$4.12K ﹤0.01% 3267
2016
Q1 		– Sell
-38
Closed -$4K – 3295
2015
Q4 		$4K Buy
+38
New +$4.65K ﹤0.01% 3097

Other funds holding SMSI

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
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

IFP Advisors's SMSI Position: Q4 2018 in Review

IFP Advisors sold out of Smith Micro Software (SMSI) in Q4 2018, closing a stake of 25 shares — an estimated $3K sold.

IFP Advisors first reported a position in SMSI in Q4 2015 and held it in 8 quarters. The position peaked at $4K in Q2 2016. 23 funds tracked by Wall St. Rank hold SMSI as of Q4 2018.

  • IFP Advisors reported no remaining Smith Micro Software position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 25 Smith Micro Software shares in Q4 2018, an estimated $3K.
  • IFP Advisors first reported a position in Smith Micro Software in Q4 2015 and held it in 8 quarters.
  • IFP Advisors's Smith Micro Software position peaked at $4K in Q2 2016.
  • 23 funds tracked by Wall St. Rank held Smith Micro Software as of Q4 2018.

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