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Sheets Smith Wealth Management’s National Vision EYE Stock Holding History

Sheets Smith Wealth Management’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,128
Closed -$412K – 290
2018
Q3 		$412K Buy
+9,128
New +$385K 0.09% 245

Other funds holding EYE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Sheets Smith Wealth Management sold out of National Vision (EYE) in Q4 2018, closing a stake of 9,128 shares — an estimated $412K sold.

Sheets Smith Wealth Management first reported a position in EYE in Q3 2018 and held it in 1 quarter. The position peaked at $412K in Q3 2018. 146 funds tracked by Wall St. Rank hold EYE as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining National Vision position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,128 National Vision shares in Q4 2018, an estimated $412K.
  • Sheets Smith Wealth Management first reported a position in National Vision in Q3 2018 and held it in 1 quarter.
  • Sheets Smith Wealth Management's National Vision position peaked at $412K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held National Vision as of Q4 2018.

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