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Sensible Financial Planning & Management’s Smith & Wesson SWBI Stock Holding History

Sensible Financial Planning & Management’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
2016
Q4 		– Sell
-651
Closed -$13K – 62
2016
Q3 		$13K Hold
651
– – 0.01% 53
2016
Q2 		$14K Hold
651
– – 0.01% 56
2016
Q1 		$13K Hold
651
– – 0.01% 52
2015
Q4 		$11K Buy
+651
New +$9.58K 0.01% 59

Other funds holding SWBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sensible Financial Planning & Management's SWBI Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of Smith & Wesson (SWBI) in Q4 2016, closing a stake of 651 shares — an estimated $13K sold.

Sensible Financial Planning & Management first reported a position in SWBI in Q4 2015 and held it in 4 quarters. The position peaked at $14K in Q2 2016. 197 funds tracked by Wall St. Rank hold SWBI as of Q4 2016.

  • Sensible Financial Planning & Management reported no remaining Smith & Wesson position as of Q4 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 651 Smith & Wesson shares in Q4 2016, an estimated $13K.
  • Sensible Financial Planning & Management first reported a position in Smith & Wesson in Q4 2015 and held it in 4 quarters.
  • Sensible Financial Planning & Management's Smith & Wesson position peaked at $14K in Q2 2016.
  • 197 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.