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Mountain Capital Investment Advisors’s Smith & Wesson SWBI Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q3 		– Sell
-520
Closed -$9K – 539
2017
Q2 		$9K Buy
+520
New +$8.96K 0.01% 315

Other funds holding SWBI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mountain Capital Investment Advisors's SWBI Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Smith & Wesson (SWBI) in Q3 2017, closing a stake of 520 shares — an estimated $9K sold.

Mountain Capital Investment Advisors first reported a position in SWBI in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 171 funds tracked by Wall St. Rank hold SWBI as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Smith & Wesson position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 520 Smith & Wesson shares in Q3 2017, an estimated $9K.
  • Mountain Capital Investment Advisors first reported a position in Smith & Wesson in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Smith & Wesson position peaked at $9K in Q2 2017.
  • 171 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.