SSWM
HF

Sheets Smith Wealth Management’s HFF Inc. HF Stock Holding History

Sheets Smith Wealth Management’s Portfolio HF Stock Details HF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-13,851
Closed -$515K – 285
2014
Q2 		$515K Buy
+13,851
New +$461K 0.14% 175

Other funds holding HF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sheets Smith Wealth Management's HF Position: Q3 2014 in Review

Sheets Smith Wealth Management sold out of HFF Inc. (HF) in Q3 2014, closing a stake of 13,851 shares — an estimated $515K sold.

Sheets Smith Wealth Management first reported a position in HF in Q2 2014 and held it in 1 quarter. The position peaked at $515K in Q2 2014. 155 funds tracked by Wall St. Rank hold HF as of Q3 2014.

  • Sheets Smith Wealth Management reported no remaining HFF Inc. position as of Q3 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 13,851 HFF Inc. shares in Q3 2014, an estimated $515K.
  • Sheets Smith Wealth Management first reported a position in HFF Inc. in Q2 2014 and held it in 1 quarter.
  • Sheets Smith Wealth Management's HFF Inc. position peaked at $515K in Q2 2014.
  • 155 funds tracked by Wall St. Rank held HFF Inc. as of Q3 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2014, filed 17 Nov 2014.