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Mesirow Financial Investment Management’s SmartFinancial SMBK Stock Holding History

Mesirow Financial Investment Management’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
-11,614
Closed -$299K – 56
2018
Q2 		$299K Sell
11,614
-2,107
-15% -$51.6K 1.33% 42
2018
Q1 		$323K Buy
+13,721
New +$307K 1.36% 37

Other funds holding SMBK

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return

Mesirow Financial Investment Management's SMBK Position: Q3 2018 in Review

Mesirow Financial Investment Management sold out of SmartFinancial (SMBK) in Q3 2018, closing a stake of 11,614 shares — an estimated $299K sold.

Mesirow Financial Investment Management first reported a position in SMBK in Q1 2018 and held it in 2 quarters. The position peaked at $323K in Q1 2018. 67 funds tracked by Wall St. Rank hold SMBK as of Q3 2018.

  • Mesirow Financial Investment Management reported no remaining SmartFinancial position as of Q3 2018 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 11,614 SmartFinancial shares in Q3 2018, an estimated $299K.
  • Mesirow Financial Investment Management first reported a position in SmartFinancial in Q1 2018 and held it in 2 quarters.
  • Mesirow Financial Investment Management's SmartFinancial position peaked at $323K in Q1 2018.
  • 67 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2018.

Based on Mesirow Financial Investment Management's 13F filing for Q3 2018, filed 9 Oct 2018.