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Patten Group’s SmartFinancial SMBK Stock Holding History

Patten Group’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
2019
Q1 		– Sell
-2,412
Closed -$44K – 477
2018
Q4 		$44K Hold
2,412
– – 0.02% 296
2018
Q3 		$57K Hold
2,412
– – 0.02% 305
2018
Q2 		$62K Hold
2,412
– – 0.02% 299
2018
Q1 		$57K Sell
2,412
-2,289
-49% -$51.2K 0.02% 308
2017
Q4 		$102K Sell
4,701
-4,916
-51% -$113K 0.04% 254
2017
Q3 		$231K Hold
9,617
– – 0.09% 184
2017
Q2 		$236K Buy
9,617
+499
+5% +$11.4K 0.1% 181
2017
Q1 		$195K Hold
9,118
– – 0.08% 178
2016
Q4 		$198K Buy
9,118
+651
+8% +$11.8K 0.09% 175
2016
Q3 		$141K Hold
8,467
– – 0.07% 204
2016
Q2 		$135K Hold
8,467
– – 0.06% 205
2016
Q1 		$157K Buy
8,467
+6,667
+370% +$106K 0.07% 179
2015
Q4 		$29K Buy
+1,800
New +$28.5K 0.01% 379

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patten Group's SMBK Position: Q1 2019 in Review

Patten Group sold out of SmartFinancial (SMBK) in Q1 2019, closing a stake of 2,412 shares — an estimated $44K sold.

Patten Group first reported a position in SMBK in Q4 2015 and held it in 13 quarters. The position peaked at $236K in Q2 2017. 70 funds tracked by Wall St. Rank hold SMBK as of Q1 2019.

  • Patten Group reported no remaining SmartFinancial position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 2,412 SmartFinancial shares in Q1 2019, an estimated $44K.
  • Patten Group first reported a position in SmartFinancial in Q4 2015 and held it in 13 quarters.
  • Patten Group's SmartFinancial position peaked at $236K in Q2 2017.
  • 70 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.