SSWM
GAS

Sheets Smith Wealth Management’s AGL Resources Inc GAS Stock Holding History

Sheets Smith Wealth Management’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-11,446
Closed -$755K – 292
2016
Q2 		$755K Sell
11,446
-304
-3% -$20K 0.22% 149
2016
Q1 		$765K Sell
11,750
-828
-7% -$53.3K 0.24% 133
2015
Q4 		$803K Buy
12,578
+97
+0.8% +$6.05K 0.24% 118
2015
Q3 		$762K Sell
12,481
-25
-0.2% -$1.34K 0.26% 107
2015
Q2 		$582K Buy
12,506
+126
+1% +$6.22K 0.16% 156
2015
Q1 		$615K Buy
12,380
+130
+1% +$6.75K 0.17% 156
2014
Q4 		$668K Buy
12,250
+111
+0.9% +$5.86K 0.17% 159
2014
Q3 		$623K Sell
12,139
-421
-3% -$22.2K 0.17% 158
2014
Q2 		$691K Buy
12,560
+114
+0.9% +$5.99K 0.19% 160
2014
Q1 		$609K Buy
12,446
+126
+1% +$5.94K 0.17% 162
2013
Q4 		$582K Buy
12,320
+4
+0% +$186 0.16% 169
2013
Q3 		$567K Buy
+12,316
New +$554K 0.18% 157

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $263M AUM 50.07% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return

Sheets Smith Wealth Management's GAS Position: Q3 2016 in Review

Sheets Smith Wealth Management sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 11,446 shares — an estimated $755K sold.

Sheets Smith Wealth Management first reported a position in GAS in Q3 2013 and held it in 12 quarters. The position peaked at $803K in Q4 2015. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Sheets Smith Wealth Management reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 11,446 AGL Resources Inc shares in Q3 2016, an estimated $755K.
  • Sheets Smith Wealth Management first reported a position in AGL Resources Inc in Q3 2013 and held it in 12 quarters.
  • Sheets Smith Wealth Management's AGL Resources Inc position peaked at $803K in Q4 2015.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2016, filed 18 Nov 2016.