SSWM
ATW

Sheets Smith Wealth Management’s Atwood Oceanics ATW Stock Holding History

Sheets Smith Wealth Management’s Portfolio ATW Stock Details ATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-9,618
Closed -$529K – 279
2013
Q3 		$529K Buy
9,618
+529
+6% +$29.8K 0.17% 162
2013
Q2 		$473K Buy
+9,089
New +$471K 0.16% 171

Other funds holding ATW

LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Sheets Smith Wealth Management's ATW Position: Q4 2013 in Review

Sheets Smith Wealth Management sold out of Atwood Oceanics (ATW) in Q4 2013, closing a stake of 9,618 shares — an estimated $529K sold.

Sheets Smith Wealth Management first reported a position in ATW in Q2 2013 and held it in 2 quarters. The position peaked at $529K in Q3 2013. 299 funds tracked by Wall St. Rank hold ATW as of Q4 2013.

  • Sheets Smith Wealth Management reported no remaining Atwood Oceanics position as of Q4 2013 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,618 Atwood Oceanics shares in Q4 2013, an estimated $529K.
  • Sheets Smith Wealth Management first reported a position in Atwood Oceanics in Q2 2013 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Atwood Oceanics position peaked at $529K in Q3 2013.
  • 299 funds tracked by Wall St. Rank held Atwood Oceanics as of Q4 2013.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2013, filed 21 Feb 2014.