Sheets Smith Wealth Management
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Sheets Smith Wealth Management’s Investors Title Co ITIC Stock Holding History

Sheets Smith Wealth Management’s Portfolio ITIC Stock Details ITIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,630
Closed -$213K – 266
2013
Q4 		$213K Buy
+2,630
New +$206K 0.06% 238

Other funds holding ITIC

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dean Investment Associates
Dean Investment Associates Beavercreek, Ohio $713M AUM 26.94% 1-Year Est. Return
Punch & Associates Investment Management
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Sheets Smith Wealth Management sold out of Investors Title Co (ITIC) in Q1 2014, closing a stake of 2,630 shares — an estimated $213K sold.

Sheets Smith Wealth Management first reported a position in ITIC in Q4 2013 and held it in 1 quarter. The position peaked at $213K in Q4 2013. 43 funds tracked by Wall St. Rank hold ITIC as of Q1 2014.

  • Sheets Smith Wealth Management reported no remaining Investors Title Co position as of Q1 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,630 Investors Title Co shares in Q1 2014, an estimated $213K.
  • Sheets Smith Wealth Management first reported a position in Investors Title Co in Q4 2013 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Investors Title Co position peaked at $213K in Q4 2013.
  • 43 funds tracked by Wall St. Rank held Investors Title Co as of Q1 2014.

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