Sheets Smith Wealth Management
FSB

Sheets Smith Wealth Management’s Franklin Financial Network, Inc. FSB Stock Holding History

Sheets Smith Wealth Management’s Portfolio FSB Stock Details FSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,141
Closed -$304K – 303
2016
Q3 		$304K Sell
8,141
-318
-4% -$10.8K 0.09% 210
2016
Q2 		$265K Buy
+8,459
New +$253K 0.08% 213

Other funds holding FSB

NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
FJ Capital Management
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
PAM
PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

Sheets Smith Wealth Management's FSB Position: Q4 2016 in Review

Sheets Smith Wealth Management sold out of Franklin Financial Network, Inc. (FSB) in Q4 2016, closing a stake of 8,141 shares — an estimated $304K sold.

Sheets Smith Wealth Management first reported a position in FSB in Q2 2016 and held it in 2 quarters. The position peaked at $304K in Q3 2016. 113 funds tracked by Wall St. Rank hold FSB as of Q4 2016.

  • Sheets Smith Wealth Management reported no remaining Franklin Financial Network, Inc. position as of Q4 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 8,141 Franklin Financial Network, Inc. shares in Q4 2016, an estimated $304K.
  • Sheets Smith Wealth Management first reported a position in Franklin Financial Network, Inc. in Q2 2016 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Franklin Financial Network, Inc. position peaked at $304K in Q3 2016.
  • 113 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q4 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2016, filed 3 Feb 2017.