O'Brien Wealth Partners’s Smith & Wesson SWBI Stock Holding History

O'Brien Wealth Partners’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 Q2	–	Sell	-1,189	Closed	-$9K	–	165
2018 Q1	$9K	Buy	+1,189	New	+$10K	0.01%	120

Other funds holding SWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

O'Brien Wealth Partners's SWBI Position: Q2 2018 in Review

O'Brien Wealth Partners sold out of Smith & Wesson (SWBI) in Q2 2018, closing a stake of 1,189 shares — an estimated $9K sold.

O'Brien Wealth Partners first reported a position in SWBI in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 160 funds tracked by Wall St. Rank hold SWBI as of Q2 2018.

O'Brien Wealth Partners reported no remaining Smith & Wesson position as of Q2 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 1,189 Smith & Wesson shares in Q2 2018, an estimated $9K.
O'Brien Wealth Partners first reported a position in Smith & Wesson in Q1 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Smith & Wesson position peaked at $9K in Q1 2018.
160 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2018.

Based on O'Brien Wealth Partners's 13F filing for Q2 2018, filed 11 Jul 2018.