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Sheets Smith Wealth Management’s Mohawk Industries MHK Stock Holding History

Sheets Smith Wealth Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-4,054
Closed -$737K – 237
2015
Q3 		$737K Buy
+4,054
New +$803K 0.25% 113
2014
Q1 		– Sell
-6,998
Closed -$1.04M – 270
2013
Q4 		$1.04M Buy
6,998
+632
+10% +$86.3K 0.29% 89
2013
Q3 		$829K Buy
6,366
+354
+6% +$43.2K 0.27% 100
2013
Q2 		$676K Buy
+6,012
New +$678K 0.23% 122

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sheets Smith Wealth Management's MHK Position: Q4 2015 in Review

Sheets Smith Wealth Management sold out of Mohawk Industries (MHK) in Q4 2015, closing a stake of 4,054 shares — an estimated $737K sold.

Sheets Smith Wealth Management first reported a position in MHK in Q2 2013 and held it in 4 quarters. The position peaked at $1.04M in Q4 2013. 487 funds tracked by Wall St. Rank hold MHK as of Q4 2015.

  • Sheets Smith Wealth Management reported no remaining Mohawk Industries position as of Q4 2015 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,054 Mohawk Industries shares in Q4 2015, an estimated $737K.
  • Sheets Smith Wealth Management first reported a position in Mohawk Industries in Q2 2013 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Mohawk Industries position peaked at $1.04M in Q4 2013.
  • 487 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2015.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2015, filed 1 Feb 2016.