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Sheets Smith Wealth Management’s Insteel Industries IIIN Stock Holding History

Sheets Smith Wealth Management’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-23,105
Closed -$837K – 287
2016
Q3 		$837K Sell
23,105
-1,001
-4% -$33.7K 0.24% 130
2016
Q2 		$689K Sell
24,106
-568
-2% -$16.1K 0.2% 155
2016
Q1 		$754K Buy
+24,674
New +$616K 0.23% 134

Other funds holding IIIN

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sheets Smith Wealth Management's IIIN Position: Q4 2016 in Review

Sheets Smith Wealth Management sold out of Insteel Industries (IIIN) in Q4 2016, closing a stake of 23,105 shares — an estimated $837K sold.

Sheets Smith Wealth Management first reported a position in IIIN in Q1 2016 and held it in 3 quarters. The position peaked at $837K in Q3 2016. 147 funds tracked by Wall St. Rank hold IIIN as of Q4 2016.

  • Sheets Smith Wealth Management reported no remaining Insteel Industries position as of Q4 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 23,105 Insteel Industries shares in Q4 2016, an estimated $837K.
  • Sheets Smith Wealth Management first reported a position in Insteel Industries in Q1 2016 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Insteel Industries position peaked at $837K in Q3 2016.
  • 147 funds tracked by Wall St. Rank held Insteel Industries as of Q4 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2016, filed 3 Feb 2017.