SSWM
IOC

Sheets Smith Wealth Management’s Interoil Corporation IOC Stock Holding History

Sheets Smith Wealth Management’s Portfolio IOC Stock Details IOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-8,535
Closed -$439K – 292
2013
Q4 		$439K Buy
+8,535
New +$591K 0.12% 187

Other funds holding IOC

CG
Clermont Group Grand Cayman, Cayman Islands $509M AUM 5.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Sheets Smith Wealth Management sold out of Interoil Corporation (IOC) in Q1 2014, closing a stake of 8,535 shares — an estimated $439K sold.

Sheets Smith Wealth Management first reported a position in IOC in Q4 2013 and held it in 1 quarter. The position peaked at $439K in Q4 2013. 102 funds tracked by Wall St. Rank hold IOC as of Q1 2014.

  • Sheets Smith Wealth Management reported no remaining Interoil Corporation position as of Q1 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 8,535 Interoil Corporation shares in Q1 2014, an estimated $439K.
  • Sheets Smith Wealth Management first reported a position in Interoil Corporation in Q4 2013 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Interoil Corporation position peaked at $439K in Q4 2013.
  • 102 funds tracked by Wall St. Rank held Interoil Corporation as of Q1 2014.

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