Sheets Smith Wealth Management’s Insperity NSP Stock Holding History

Sheets Smith Wealth Management’s Portfolio NSP Stock Details NSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,993	Closed	-$488K	–	313
2019 Q2	$488K	Buy	+3,993	New	+$481K	0.1%	208
2018 Q4	–	Sell	-4,766	Closed	-$562K	–	306
2018 Q3	$562K	Buy	4,766 +141	+3%	+$15.3K	0.12%	198
2018 Q2	$441K	Buy	+4,625	New	+$398K	0.1%	210
2017 Q2	–	Sell	-6,512	Closed	-$289K	–	307
2017 Q1	$289K	Sell	6,512 -13,068	-67%	-$520K	0.08%	239
2016 Q4	$695K	Sell	19,580 -1,260	-6%	-$45.5K	0.2%	143
2016 Q3	$757K	Sell	20,840 -1,038	-5%	-$37.2K	0.21%	145
2016 Q2	$845K	Buy	+21,878	New	+$707K	0.25%	134

Other funds holding NSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sheets Smith Wealth Management's NSP Position: Q3 2019 in Review

Sheets Smith Wealth Management sold out of Insperity (NSP) in Q3 2019, closing a stake of 3,993 shares — an estimated $488K sold.

Sheets Smith Wealth Management first reported a position in NSP in Q2 2016 and held it in 7 quarters. The position peaked at $845K in Q2 2016. 318 funds tracked by Wall St. Rank hold NSP as of Q3 2019.

Sheets Smith Wealth Management reported no remaining Insperity position as of Q3 2019 after selling out during the quarter.
Sheets Smith Wealth Management sold 3,993 Insperity shares in Q3 2019, an estimated $488K.
Sheets Smith Wealth Management first reported a position in Insperity in Q2 2016 and held it in 7 quarters.
Sheets Smith Wealth Management's Insperity position peaked at $845K in Q2 2016.
318 funds tracked by Wall St. Rank held Insperity as of Q3 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.