Sheets Smith Wealth Management’s Chefs' Warehouse CHEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-14,304	Closed	-$444K	–	315
2019 Q1	$444K	Sell	14,304 -143	-1%	-$4.69K	0.1%	218
2018 Q4	$462K	Sell	14,447 -328	-2%	-$11.4K	0.12%	171
2018 Q3	$537K	Buy	14,775 +401	+3%	+$12.4K	0.11%	206
2018 Q2	$410K	Buy	+14,374	New	+$377K	0.1%	217

Other funds holding CHEF

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Sheets Smith Wealth Management's CHEF Position: Q2 2019 in Review

Sheets Smith Wealth Management sold out of Chefs' Warehouse (CHEF) in Q2 2019, closing a stake of 14,304 shares — an estimated $444K sold.

Sheets Smith Wealth Management first reported a position in CHEF in Q2 2018 and held it in 4 quarters. The position peaked at $537K in Q3 2018. 158 funds tracked by Wall St. Rank hold CHEF as of Q2 2019.

Sheets Smith Wealth Management reported no remaining Chefs' Warehouse position as of Q2 2019 after selling out during the quarter.
Sheets Smith Wealth Management sold 14,304 Chefs' Warehouse shares in Q2 2019, an estimated $444K.
Sheets Smith Wealth Management first reported a position in Chefs' Warehouse in Q2 2018 and held it in 4 quarters.
Sheets Smith Wealth Management's Chefs' Warehouse position peaked at $537K in Q3 2018.
158 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2019, filed 12 Jul 2019.