Sheets Smith Wealth Management’s Conn's Inc. CONN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-5,554
Closed -$274K 279
2014
Q2
$274K Buy
+5,554
New +$245K 0.07% 209
2014
Q1
Sell
-16,219
Closed -$1.28M 283
2013
Q4
$1.28M Buy
16,219
+2,028
+14% +$130K 0.35% 71
2013
Q3
$710K Sell
14,191
-2,415
-15% -$143K 0.23% 121
2013
Q2
$860K Buy
+16,606
New +$774K 0.29% 89

Other funds holding CONN

Sheets Smith Wealth Management's CONN Position: Q3 2014 in Review

Sheets Smith Wealth Management sold out of Conn's Inc. (CONN) in Q3 2014, closing a stake of 5,554 shares — an estimated $274K sold.

Sheets Smith Wealth Management first reported a position in CONN in Q2 2013 and held it in 4 quarters. The position peaked at $1.28M in Q4 2013. 124 funds tracked by Wall St. Rank hold CONN as of Q3 2014.

  • Sheets Smith Wealth Management reported no remaining Conn's Inc. position as of Q3 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,554 Conn's Inc. shares in Q3 2014, an estimated $274K.
  • Sheets Smith Wealth Management first reported a position in Conn's Inc. in Q2 2013 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Conn's Inc. position peaked at $1.28M in Q4 2013.
  • 124 funds tracked by Wall St. Rank held Conn's Inc. as of Q3 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2014, filed 17 Nov 2014.