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Sheets Smith Wealth Management’s Applied Optoelectronics AAOI Stock Holding History

Sheets Smith Wealth Management’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,554
Closed -$536K – 293
2017
Q1 		$536K Buy
+9,554
New +$377K 0.14% 176

Other funds holding AAOI

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sheets Smith Wealth Management's AAOI Position: Q2 2017 in Review

Sheets Smith Wealth Management sold out of Applied Optoelectronics (AAOI) in Q2 2017, closing a stake of 9,554 shares — an estimated $536K sold.

Sheets Smith Wealth Management first reported a position in AAOI in Q1 2017 and held it in 1 quarter. The position peaked at $536K in Q1 2017. 210 funds tracked by Wall St. Rank hold AAOI as of Q2 2017.

  • Sheets Smith Wealth Management reported no remaining Applied Optoelectronics position as of Q2 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,554 Applied Optoelectronics shares in Q2 2017, an estimated $536K.
  • Sheets Smith Wealth Management first reported a position in Applied Optoelectronics in Q1 2017 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Applied Optoelectronics position peaked at $536K in Q1 2017.
  • 210 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2017, filed 19 Jul 2017.