SSWM
BFYT

Sheets Smith Wealth Management’s Benefytt Technologies, Inc. Class A Common Stock BFYT Stock Holding History

Sheets Smith Wealth Management’s Portfolio BFYT Stock Details BFYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,910
Closed -$280K – 323
2017
Q2 		$280K Buy
+11,910
New +$238K 0.07% 251

Other funds holding BFYT

CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sheets Smith Wealth Management sold out of Benefytt Technologies, Inc. Class A Common Stock (BFYT) in Q3 2017, closing a stake of 11,910 shares — an estimated $280K sold.

Sheets Smith Wealth Management first reported a position in BFYT in Q2 2017 and held it in 1 quarter. The position peaked at $280K in Q2 2017. 117 funds tracked by Wall St. Rank hold BFYT as of Q3 2017.

  • Sheets Smith Wealth Management reported no remaining Benefytt Technologies, Inc. Class A Common Stock position as of Q3 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 11,910 Benefytt Technologies, Inc. Class A Common Stock shares in Q3 2017, an estimated $280K.
  • Sheets Smith Wealth Management first reported a position in Benefytt Technologies, Inc. Class A Common Stock in Q2 2017 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Benefytt Technologies, Inc. Class A Common Stock position peaked at $280K in Q2 2017.
  • 117 funds tracked by Wall St. Rank held Benefytt Technologies, Inc. Class A Common Stock as of Q3 2017.

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