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Sheets Smith Wealth Management’s Forum Energy Technologies FET Stock Holding History

Sheets Smith Wealth Management’s Portfolio FET Stock Details FET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,304
Closed -$799K – 259
2014
Q3 		$799K Buy
1,304
+42
+3% +$28.3K 0.22% 140
2014
Q2 		$920K Buy
+1,262
New +$822K 0.25% 122

Other funds holding FET

SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sheets Smith Wealth Management's FET Position: Q4 2014 in Review

Sheets Smith Wealth Management sold out of Forum Energy Technologies (FET) in Q4 2014, closing a stake of 1,304 shares — an estimated $799K sold.

Sheets Smith Wealth Management first reported a position in FET in Q2 2014 and held it in 2 quarters. The position peaked at $920K in Q2 2014. 167 funds tracked by Wall St. Rank hold FET as of Q4 2014.

  • Sheets Smith Wealth Management reported no remaining Forum Energy Technologies position as of Q4 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,304 Forum Energy Technologies shares in Q4 2014, an estimated $799K.
  • Sheets Smith Wealth Management first reported a position in Forum Energy Technologies in Q2 2014 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Forum Energy Technologies position peaked at $920K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q4 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2014, filed 20 Feb 2015.