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

Other funds holding HVT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sheets Smith Wealth Management's HVT Position: Q1 2014 in Review

Sheets Smith Wealth Management sold out of Haverty Furniture Companies (HVT) in Q1 2014, closing a stake of 18,698 shares — an estimated $585K sold.

Sheets Smith Wealth Management first reported a position in HVT in Q2 2013 and held it in 3 quarters. The position peaked at $607K in Q2 2013. 142 funds tracked by Wall St. Rank hold HVT as of Q1 2014.

Sheets Smith Wealth Management reported no remaining Haverty Furniture Companies position as of Q1 2014 after selling out during the quarter.
Sheets Smith Wealth Management sold 18,698 Haverty Furniture Companies shares in Q1 2014, an estimated $585K.
Sheets Smith Wealth Management first reported a position in Haverty Furniture Companies in Q2 2013 and held it in 3 quarters.
Sheets Smith Wealth Management's Haverty Furniture Companies position peaked at $607K in Q2 2013.
142 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2014, filed 2 Jun 2014.