Plante Moran Financial Advisors’s Smith & Wesson SWBI Stock Holding History

Plante Moran Financial 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
2018 Q4	–	Sell	-592	Closed	-$7K	–	962
2018 Q3	$7K	Hold	592	–	–	﹤0.01%	555
2018 Q2	$5K	Hold	592	–	–	﹤0.01%	642
2018 Q1	$5K	Hold	592	–	–	﹤0.01%	731
2017 Q4	$6K	Hold	592	–	–	﹤0.01%	685
2017 Q3	$7K	Hold	592	–	–	﹤0.01%	610
2017 Q2	$10K	Hold	592	–	–	0.01%	557
2017 Q1	$9K	Hold	592	–	–	0.01%	598
2016 Q4	$10K	Hold	592	–	–	0.01%	593
2016 Q3	$12K	Hold	592	–	–	0.01%	573
2016 Q2	$12K	Hold	592	–	–	0.01%	504
2016 Q1	$12K	Buy	+592	New	+$11K	0.01%	459

Other funds holding SWBI

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Plante Moran Financial Advisors's SWBI Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of Smith & Wesson (SWBI) in Q4 2018, closing a stake of 592 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in SWBI in Q1 2016 and held it in 11 quarters. The position peaked at $12K in Q3 2016. 166 funds tracked by Wall St. Rank hold SWBI as of Q4 2018.

Plante Moran Financial Advisors reported no remaining Smith & Wesson position as of Q4 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 592 Smith & Wesson shares in Q4 2018, an estimated $7K.
Plante Moran Financial Advisors first reported a position in Smith & Wesson in Q1 2016 and held it in 11 quarters.
Plante Moran Financial Advisors's Smith & Wesson position peaked at $12K in Q3 2016.
166 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.