LPL Financial
SMT

LPL Financial’s SMART TECHNOLOGIES INC COM NEW SMT Stock Holding History

LPL Financial’s Portfolio SMT Stock Details SMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,200
Closed -$5K – 3198
2016
Q1 		$5K Hold
1,200
– – ﹤0.01% 3093
2015
Q4 		$4K Buy
+1,200
New +$4.87K ﹤0.01% 3151

Other funds holding SMT

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
KAM
Kassirer Asset Management Toronto, Ontario, Canada $4.07M AUM 49.71% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return

LPL Financial's SMT Position: Q2 2016 in Review

LPL Financial sold out of SMART TECHNOLOGIES INC COM NEW (SMT) in Q2 2016, closing a stake of 1,200 shares — an estimated $5K sold.

LPL Financial first reported a position in SMT in Q4 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2016. 16 funds tracked by Wall St. Rank hold SMT as of Q2 2016.

  • LPL Financial reported no remaining SMART TECHNOLOGIES INC COM NEW position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 1,200 SMART TECHNOLOGIES INC COM NEW shares in Q2 2016, an estimated $5K.
  • LPL Financial first reported a position in SMART TECHNOLOGIES INC COM NEW in Q4 2015 and held it in 2 quarters.
  • LPL Financial's SMART TECHNOLOGIES INC COM NEW position peaked at $5K in Q1 2016.
  • 16 funds tracked by Wall St. Rank held SMART TECHNOLOGIES INC COM NEW as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.