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 $5.7T AUM 30.48% 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 $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return