KPCM
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Kings Point Capital Management’s Smith & Wesson SWBI Stock Holding History

Kings Point Capital Management’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
Q4 		– Sell
-1,301
Closed -$15K – 396
2017
Q3 		$15K Hold
1,301
– – ﹤0.01% 327
2017
Q2 		$22K Hold
1,301
– – 0.01% 275
2017
Q1 		$20K Buy
+1,301
New +$19.8K ﹤0.01% 299

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kings Point Capital Management's SWBI Position: Q4 2017 in Review

Kings Point Capital Management sold out of Smith & Wesson (SWBI) in Q4 2017, closing a stake of 1,301 shares — an estimated $15K sold.

Kings Point Capital Management first reported a position in SWBI in Q1 2017 and held it in 3 quarters. The position peaked at $22K in Q2 2017. 181 funds tracked by Wall St. Rank hold SWBI as of Q4 2017.

  • Kings Point Capital Management reported no remaining Smith & Wesson position as of Q4 2017 after selling out during the quarter.
  • Kings Point Capital Management sold 1,301 Smith & Wesson shares in Q4 2017, an estimated $15K.
  • Kings Point Capital Management first reported a position in Smith & Wesson in Q1 2017 and held it in 3 quarters.
  • Kings Point Capital Management's Smith & Wesson position peaked at $22K in Q2 2017.
  • 181 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2017.

Based on Kings Point Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.