Monarch Partners Asset Management’s SmartFinancial SMBK Stock Holding History

Monarch Partners Asset 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 Q4	–	Sell	-33,090	Closed	-$779K	–	207
2018 Q3	$779K	Hold	33,090	–	–	0.07%	137
2018 Q2	$852K	Hold	33,090	–	–	0.08%	136
2018 Q1	$780K	Buy	33,090 +11,850	+56%	+$265K	0.07%	144
2017 Q4	$461K	Buy	21,240 +3,060	+17%	+$70.4K	0.04%	149
2017 Q3	$437K	Sell	18,180 -2,890	-14%	-$68.9K	0.04%	162
2017 Q2	$503K	Hold	21,070	–	–	0.05%	142
2017 Q1	$443K	Buy	+21,070	New	+$441K	0.04%	142

Other funds holding SMBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Monarch Partners Asset Management's SMBK Position: Q4 2018 in Review

Monarch Partners Asset Management sold out of SmartFinancial (SMBK) in Q4 2018, closing a stake of 33,090 shares — an estimated $779K sold.

Monarch Partners Asset Management first reported a position in SMBK in Q1 2017 and held it in 7 quarters. The position peaked at $852K in Q2 2018. 67 funds tracked by Wall St. Rank hold SMBK as of Q4 2018.

Monarch Partners Asset Management reported no remaining SmartFinancial position as of Q4 2018 after selling out during the quarter.
Monarch Partners Asset Management sold 33,090 SmartFinancial shares in Q4 2018, an estimated $779K.
Monarch Partners Asset Management first reported a position in SmartFinancial in Q1 2017 and held it in 7 quarters.
Monarch Partners Asset Management's SmartFinancial position peaked at $852K in Q2 2018.
67 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2018.

Based on Monarch Partners Asset Management's 13F filing for Q4 2018, filed 7 Feb 2019.