SSWM
CAR icon

Sheets Smith Wealth Management’s Avis CAR Stock Holding History

Sheets Smith Wealth Management’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-16,596
Closed -$911K – 250
2014
Q3 		$911K Buy
16,596
+876
+6% +$54.8K 0.25% 126
2014
Q2 		$938K Buy
+15,720
New +$862K 0.25% 121

Other funds holding CAR

SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Sheets Smith Wealth Management's CAR Position: Q4 2014 in Review

Sheets Smith Wealth Management sold out of Avis (CAR) in Q4 2014, closing a stake of 16,596 shares — an estimated $911K sold.

Sheets Smith Wealth Management first reported a position in CAR in Q2 2014 and held it in 2 quarters. The position peaked at $938K in Q2 2014. 263 funds tracked by Wall St. Rank hold CAR as of Q4 2014.

  • Sheets Smith Wealth Management reported no remaining Avis position as of Q4 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 16,596 Avis shares in Q4 2014, an estimated $911K.
  • Sheets Smith Wealth Management first reported a position in Avis in Q2 2014 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Avis position peaked at $938K in Q2 2014.
  • 263 funds tracked by Wall St. Rank held Avis as of Q4 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2014, filed 20 Feb 2015.