SSWM
OLBK

Sheets Smith Wealth Management’s Old Line Bancshares, Inc. OLBK Stock Holding History

Sheets Smith Wealth Management’s Portfolio OLBK Stock Details OLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,294
Closed -$394K – 358
2018
Q2 		$394K Buy
11,294
+208
+2% +$7.12K 0.09% 224
2018
Q1 		$366K Buy
11,086
+980
+10% +$31.1K 0.09% 226
2017
Q4 		$298K Buy
10,106
+166
+2% +$4.89K 0.07% 267
2017
Q3 		$278K Sell
9,940
-82
-0.8% -$2.26K 0.07% 268
2017
Q2 		$282K Buy
10,022
+3
+0% +$84 0.07% 248
2017
Q1 		$285K Buy
+10,019
New +$278K 0.08% 242

Other funds holding OLBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

Sheets Smith Wealth Management's OLBK Position: Q3 2018 in Review

Sheets Smith Wealth Management sold out of Old Line Bancshares, Inc. (OLBK) in Q3 2018, closing a stake of 11,294 shares — an estimated $394K sold.

Sheets Smith Wealth Management first reported a position in OLBK in Q1 2017 and held it in 6 quarters. The position peaked at $394K in Q2 2018. 89 funds tracked by Wall St. Rank hold OLBK as of Q3 2018.

  • Sheets Smith Wealth Management reported no remaining Old Line Bancshares, Inc. position as of Q3 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 11,294 Old Line Bancshares, Inc. shares in Q3 2018, an estimated $394K.
  • Sheets Smith Wealth Management first reported a position in Old Line Bancshares, Inc. in Q1 2017 and held it in 6 quarters.
  • Sheets Smith Wealth Management's Old Line Bancshares, Inc. position peaked at $394K in Q2 2018.
  • 89 funds tracked by Wall St. Rank held Old Line Bancshares, Inc. as of Q3 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.