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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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
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
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 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 $2.9T AUM 29.55% 1-Year Est. Return