Sheets Smith Wealth Management’s American Woodmark AMWD Stock Holding History

Sheets Smith Wealth Management’s Portfolio AMWD Stock Details AMWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-4,082	Closed	-$390K	–	304
2017 Q2	$390K	Sell	4,082 -162	-4%	-$14.9K	0.1%	194
2017 Q1	$390K	Buy	+4,244	New	+$340K	0.1%	199
2016 Q1	–	Sell	-20,130	Closed	-$1.61M	–	239
2015 Q4	$1.61M	Buy	20,130 +35	+0.2%	+$2.64K	0.49%	59
2015 Q3	$1.3M	Sell	20,095 -101	-0.5%	-$6.38K	0.44%	69
2015 Q2	$1.11M	Sell	20,196 -117	-0.6%	-$6.23K	0.3%	101
2015 Q1	$1.11M	Sell	20,313 -292	-1%	-$13.4K	0.31%	99
2014 Q4	$833K	Buy	+20,605	New	+$811K	0.22%	141
2014 Q1	–	Sell	-8,002	Closed	-$316K	–	248
2013 Q4	$316K	Buy	8,002 +137	+2%	+$4.75K	0.09%	207
2013 Q3	$273K	Sell	7,865 -2,842	-27%	-$102K	0.09%	201
2013 Q2	$372K	Buy	+10,707	New	+$366K	0.13%	187

Other funds holding AMWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BRIM

Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sheets Smith Wealth Management's AMWD Position: Q3 2017 in Review

Sheets Smith Wealth Management sold out of American Woodmark (AMWD) in Q3 2017, closing a stake of 4,082 shares — an estimated $390K sold.

Sheets Smith Wealth Management first reported a position in AMWD in Q2 2013 and held it in 10 quarters. The position peaked at $1.61M in Q4 2015. 170 funds tracked by Wall St. Rank hold AMWD as of Q3 2017.

Sheets Smith Wealth Management reported no remaining American Woodmark position as of Q3 2017 after selling out during the quarter.
Sheets Smith Wealth Management sold 4,082 American Woodmark shares in Q3 2017, an estimated $390K.
Sheets Smith Wealth Management first reported a position in American Woodmark in Q2 2013 and held it in 10 quarters.
Sheets Smith Wealth Management's American Woodmark position peaked at $1.61M in Q4 2015.
170 funds tracked by Wall St. Rank held American Woodmark as of Q3 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2017, filed 12 Oct 2017.