Sheets Smith Wealth Management’s American Vanguard Corp AVD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-35,984	Closed	-$826K	–	335
2018 Q2	$826K	Buy	35,984 +4,983	+16%	+$110K	0.19%	129
2018 Q1	$626K	Buy	31,001 +369	+1%	+$7.65K	0.15%	164
2017 Q4	$602K	Buy	30,632 +24	+0.1%	+$497	0.14%	176
2017 Q3	$701K	Buy	30,608 +18,978	+163%	+$376K	0.18%	148
2017 Q2	$201K	Hold	11,630	–	–	0.05%	284
2017 Q1	$193K	Hold	11,630	–	–	0.05%	278
2016 Q4	$223K	Buy	11,630 +605	+5%	+$10.3K	0.06%	258
2016 Q3	$177K	Sell	11,025 -195	-2%	-$3.17K	0.05%	254
2016 Q2	$170K	Hold	11,220	–	–	0.05%	247
2016 Q1	$177K	Hold	11,220	–	–	0.05%	223
2015 Q4	$157K	Hold	11,220	–	–	0.05%	219
2015 Q3	$130K	Buy	11,220 +400	+4%	+$4.91K	0.04%	205
2015 Q2	$149K	Buy	10,820 +375	+4%	+$4.91K	0.04%	227
2015 Q1	$111K	Hold	10,445	–	–	0.03%	236
2014 Q4	$121K	Hold	10,445	–	–	0.03%	242
2014 Q3	$117K	Buy	+10,445	New	+$134K	0.03%	238

Other funds holding AVD

BlackRock New York $6.73T AUM 46.02% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

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

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sheets Smith Wealth Management's AVD Position: Q3 2018 in Review

Sheets Smith Wealth Management sold out of American Vanguard Corp (AVD) in Q3 2018, closing a stake of 35,984 shares — an estimated $826K sold.

Sheets Smith Wealth Management first reported a position in AVD in Q3 2014 and held it in 16 quarters. The position peaked at $826K in Q2 2018. 119 funds tracked by Wall St. Rank hold AVD as of Q3 2018.

Sheets Smith Wealth Management reported no remaining American Vanguard Corp position as of Q3 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 35,984 American Vanguard Corp shares in Q3 2018, an estimated $826K.
Sheets Smith Wealth Management first reported a position in American Vanguard Corp in Q3 2014 and held it in 16 quarters.
Sheets Smith Wealth Management's American Vanguard Corp position peaked at $826K in Q2 2018.
119 funds tracked by Wall St. Rank held American Vanguard Corp as of Q3 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.