SSWM
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Sheets Smith Wealth Management’s BlackLine BL Stock Holding History

Sheets Smith Wealth Management’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7,270
Closed -$389K – 294
2019
Q2 		$389K Buy
+7,270
New +$362K 0.08% 240

Other funds holding BL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Sheets Smith Wealth Management's BL Position: Q3 2019 in Review

Sheets Smith Wealth Management sold out of BlackLine (BL) in Q3 2019, closing a stake of 7,270 shares — an estimated $389K sold.

Sheets Smith Wealth Management first reported a position in BL in Q2 2019 and held it in 1 quarter. The position peaked at $389K in Q2 2019. 215 funds tracked by Wall St. Rank hold BL as of Q3 2019.

  • Sheets Smith Wealth Management reported no remaining BlackLine position as of Q3 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 7,270 BlackLine shares in Q3 2019, an estimated $389K.
  • Sheets Smith Wealth Management first reported a position in BlackLine in Q2 2019 and held it in 1 quarter.
  • Sheets Smith Wealth Management's BlackLine position peaked at $389K in Q2 2019.
  • 215 funds tracked by Wall St. Rank held BlackLine as of Q3 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.