SSWM
IMOS

Sheets Smith Wealth Management’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

Sheets Smith Wealth Management’s Portfolio IMOS Stock Details IMOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,593
Closed -$198K – 321
2018
Q1 		$198K Buy
10,593
+170
+2% +$3.48K 0.05% 300
2017
Q4 		$217K Hold
10,423
– – 0.05% 306
2017
Q3 		$237K Hold
10,423
– – 0.06% 286
2017
Q2 		$243K Hold
10,423
– – 0.06% 270
2017
Q1 		$218K Hold
10,423
– – 0.06% 273
2016
Q4 		$173K Sell
10,423
-1,154
-10% -$22.1K 0.05% 264
2016
Q3 		$253K Hold
11,577
– – 0.07% 232
2016
Q2 		$231K Hold
11,577
– – 0.07% 231
2016
Q1 		$222K Hold
11,577
– – 0.07% 210
2015
Q4 		$253K Hold
11,577
– – 0.08% 197
2015
Q3 		$209K Buy
11,577
+390
+3% +$7.71K 0.07% 196
2015
Q2 		$269K Buy
11,187
+317
+3% +$8.14K 0.07% 202
2015
Q1 		$295K Hold
10,870
– – 0.08% 187
2014
Q4 		$279K Hold
10,870
– – 0.07% 202
2014
Q3 		$271K Buy
10,870
+264
+2% +$6.93K 0.07% 200
2014
Q2 		$282K Buy
10,606
+1,316
+14% +$33.1K 0.08% 206
2014
Q1 		$226K Hold
9,290
– – 0.06% 221
2013
Q4 		$197K Buy
+9,290
New +$186K 0.05% 247
2013
Q3 		– Sell
-33,496
Closed -$714K – 245
2013
Q2 		$714K Buy
+33,496
New +$606K 0.24% 112

Other funds holding IMOS

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Sheets Smith Wealth Management's IMOS Position: Q2 2018 in Review

Sheets Smith Wealth Management sold out of ChipMOS TECHNOLOGIES (IMOS) in Q2 2018, closing a stake of 10,593 shares — an estimated $198K sold.

Sheets Smith Wealth Management first reported a position in IMOS in Q2 2013 and held it in 19 quarters. The position peaked at $714K in Q2 2013. 28 funds tracked by Wall St. Rank hold IMOS as of Q2 2018.

  • Sheets Smith Wealth Management reported no remaining ChipMOS TECHNOLOGIES position as of Q2 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,593 ChipMOS TECHNOLOGIES shares in Q2 2018, an estimated $198K.
  • Sheets Smith Wealth Management first reported a position in ChipMOS TECHNOLOGIES in Q2 2013 and held it in 19 quarters.
  • Sheets Smith Wealth Management's ChipMOS TECHNOLOGIES position peaked at $714K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q2 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.