SSWM
HPY

Sheets Smith Wealth Management’s HEARTLAND PAYMENT SYSTEMS, INC. COM STK HPY Stock Holding History

Sheets Smith Wealth Management’s Portfolio HPY Stock Details HPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-8,818
Closed -$852K – 276
2016
Q1 		$852K Buy
+8,818
New +$812K 0.26% 119

Other funds holding HPY

OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Sheets Smith Wealth Management's HPY Position: Q2 2016 in Review

Sheets Smith Wealth Management sold out of HEARTLAND PAYMENT SYSTEMS, INC. COM STK (HPY) in Q2 2016, closing a stake of 8,818 shares — an estimated $852K sold.

Sheets Smith Wealth Management first reported a position in HPY in Q1 2016 and held it in 1 quarter. The position peaked at $852K in Q1 2016. 1 fund tracked by Wall St. Rank holds HPY as of Q2 2016.

  • Sheets Smith Wealth Management reported no remaining HEARTLAND PAYMENT SYSTEMS, INC. COM STK position as of Q2 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 8,818 HEARTLAND PAYMENT SYSTEMS, INC. COM STK shares in Q2 2016, an estimated $852K.
  • Sheets Smith Wealth Management first reported a position in HEARTLAND PAYMENT SYSTEMS, INC. COM STK in Q1 2016 and held it in 1 quarter.
  • Sheets Smith Wealth Management's HEARTLAND PAYMENT SYSTEMS, INC. COM STK position peaked at $852K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held HEARTLAND PAYMENT SYSTEMS, INC. COM STK as of Q2 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.