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Marshall Wace North America’s SmartFinancial SMBK Stock Holding History

Marshall Wace North America’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
2018
Q3 		– Sell
-9,912
Closed -$255K – 1332
2018
Q2 		$255K Buy
+9,912
New +$243K ﹤0.01% 1218

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall Wace North America's SMBK Position: Q3 2018 in Review

Marshall Wace North America sold out of SmartFinancial (SMBK) in Q3 2018, closing a stake of 9,912 shares — an estimated $255K sold.

Marshall Wace North America first reported a position in SMBK in Q2 2018 and held it in 1 quarter. The position peaked at $255K in Q2 2018. 67 funds tracked by Wall St. Rank hold SMBK as of Q3 2018.

  • Marshall Wace North America reported no remaining SmartFinancial position as of Q3 2018 after selling out during the quarter.
  • Marshall Wace North America sold 9,912 SmartFinancial shares in Q3 2018, an estimated $255K.
  • Marshall Wace North America first reported a position in SmartFinancial in Q2 2018 and held it in 1 quarter.
  • Marshall Wace North America's SmartFinancial position peaked at $255K in Q2 2018.
  • 67 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2018.

Based on Marshall Wace North America's 13F filing for Q3 2018, filed 14 Nov 2018.