SSWM
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Sheets Smith Wealth Management’s Itron ITRI Stock Holding History

Sheets Smith Wealth Management’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,121
Closed -$319K – 327
2017
Q3 		$319K Sell
4,121
-45
-1% -$3.27K 0.08% 239
2017
Q2 		$282K Sell
4,166
-161
-4% -$10.6K 0.07% 247
2017
Q1 		$263K Sell
4,327
-55
-1% -$3.42K 0.07% 253
2016
Q4 		$275K Buy
+4,382
New +$264K 0.08% 238

Other funds holding ITRI

SCM
Scopia Capital Management New York $144M AUM 25.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return