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Measured Wealth Private Client Group’s Smith & Wesson SWBI Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-260
Closed -$3K – 630
2018
Q3 		$3K Buy
+260
New +$2.35K ﹤0.01% 745

Other funds holding SWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Measured Wealth Private Client Group's SWBI Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Smith & Wesson (SWBI) in Q4 2018, closing a stake of 260 shares — an estimated $3K sold.

Measured Wealth Private Client Group first reported a position in SWBI in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 166 funds tracked by Wall St. Rank hold SWBI as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Smith & Wesson position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 260 Smith & Wesson shares in Q4 2018, an estimated $3K.
  • Measured Wealth Private Client Group first reported a position in Smith & Wesson in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Smith & Wesson position peaked at $3K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.