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Sheets Smith Wealth Management’s Equity Bancshares EQBK Stock Holding History

Sheets Smith Wealth Management’s Portfolio EQBK Stock Details EQBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,381
Closed -$251K – 289
2018
Q3 		$251K Buy
+6,381
New +$263K 0.05% 305

Other funds holding EQBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sheets Smith Wealth Management's EQBK Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Equity Bancshares (EQBK) in Q4 2018, closing a stake of 6,381 shares — an estimated $251K sold.

Sheets Smith Wealth Management first reported a position in EQBK in Q3 2018 and held it in 1 quarter. The position peaked at $251K in Q3 2018. 80 funds tracked by Wall St. Rank hold EQBK as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining Equity Bancshares position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 6,381 Equity Bancshares shares in Q4 2018, an estimated $251K.
  • Sheets Smith Wealth Management first reported a position in Equity Bancshares in Q3 2018 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Equity Bancshares position peaked at $251K in Q3 2018.
  • 80 funds tracked by Wall St. Rank held Equity Bancshares as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.