JC
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JCSD Capital’s SmartFinancial SMBK Stock Holding History

JCSD Capital’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
2016
Q3 		– Sell
-136,682
Closed -$2.19M – 39
2016
Q2 		$2.19M Buy
136,682
+40,287
+42% +$658K 2.4% 19
2016
Q1 		$1.78M Sell
96,395
-14,592
-13% -$233K 2.07% 21
2015
Q4 		$1.79M Buy
+110,987
New +$1.76M 2.16% 17

Other funds holding SMBK

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
AWP
Ascent Wealth Partners New Hartford, New York $860M AUM 23.3% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JCSD Capital's SMBK Position: Q3 2016 in Review

JCSD Capital sold out of SmartFinancial (SMBK) in Q3 2016, closing a stake of 136,682 shares — an estimated $2.19M sold.

JCSD Capital first reported a position in SMBK in Q4 2015 and held it in 3 quarters. The position peaked at $2.19M in Q2 2016. 16 funds tracked by Wall St. Rank hold SMBK as of Q3 2016.

  • JCSD Capital reported no remaining SmartFinancial position as of Q3 2016 after selling out during the quarter.
  • JCSD Capital sold 136,682 SmartFinancial shares in Q3 2016, an estimated $2.19M.
  • JCSD Capital first reported a position in SmartFinancial in Q4 2015 and held it in 3 quarters.
  • JCSD Capital's SmartFinancial position peaked at $2.19M in Q2 2016.
  • 16 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2016.

Based on JCSD Capital's 13F filing for Q3 2016, filed 8 Nov 2016.