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Sheets Smith Wealth Management’s Element Solutions ESI Stock Holding History

Sheets Smith Wealth Management’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-22,402
Closed -$292K – 297
2017
Q1 		$292K Buy
+22,402
New +$276K 0.08% 238

Other funds holding ESI

PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

Sheets Smith Wealth Management's ESI Position: Q2 2017 in Review

Sheets Smith Wealth Management sold out of Element Solutions (ESI) in Q2 2017, closing a stake of 22,402 shares — an estimated $292K sold.

Sheets Smith Wealth Management first reported a position in ESI in Q1 2017 and held it in 1 quarter. The position peaked at $292K in Q1 2017. 199 funds tracked by Wall St. Rank hold ESI as of Q2 2017.

  • Sheets Smith Wealth Management reported no remaining Element Solutions position as of Q2 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 22,402 Element Solutions shares in Q2 2017, an estimated $292K.
  • Sheets Smith Wealth Management first reported a position in Element Solutions in Q1 2017 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Element Solutions position peaked at $292K in Q1 2017.
  • 199 funds tracked by Wall St. Rank held Element Solutions as of Q2 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2017, filed 19 Jul 2017.