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McKinley Carter Wealth Services’s Smith & Wesson SWBI Stock Holding History

McKinley Carter Wealth Services’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
2014
Q2 		– Sell
-13,010
Closed -$146K – 99
2014
Q1 		$146K Hold
13,010
– – 0.16% 92
2013
Q4 		$135K Hold
13,010
– – 0.13% 118
2013
Q3 		$110K Buy
+13,010
New +$113K 0.13% 91

Other funds holding SWBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

McKinley Carter Wealth Services's SWBI Position: Q2 2014 in Review

McKinley Carter Wealth Services sold out of Smith & Wesson (SWBI) in Q2 2014, closing a stake of 13,010 shares — an estimated $146K sold.

McKinley Carter Wealth Services first reported a position in SWBI in Q3 2013 and held it in 3 quarters. The position peaked at $146K in Q1 2014. 177 funds tracked by Wall St. Rank hold SWBI as of Q2 2014.

  • McKinley Carter Wealth Services reported no remaining Smith & Wesson position as of Q2 2014 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 13,010 Smith & Wesson shares in Q2 2014, an estimated $146K.
  • McKinley Carter Wealth Services first reported a position in Smith & Wesson in Q3 2013 and held it in 3 quarters.
  • McKinley Carter Wealth Services's Smith & Wesson position peaked at $146K in Q1 2014.
  • 177 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2014.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2014, filed 8 Aug 2014.