SSWM
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Sheets Smith Wealth Management’s Haverty Furniture Companies HVT Stock Holding History

Sheets Smith Wealth Management’s Portfolio HVT Stock Details HVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-18,698
Closed -$585K – 261
2013
Q4 		$585K Buy
18,698
+2,150
+13% +$59.3K 0.16% 168
2013
Q3 		$406K Sell
16,548
-9,819
-37% -$248K 0.13% 178
2013
Q2 		$607K Buy
+26,367
New +$620K 0.21% 139

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BFA
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Wellington Management Group
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BIT
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Franklin Resources
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Renaissance Technologies
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JIR
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Northern Trust
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