SSWM
P

Sheets Smith Wealth Management’s Everpure Inc P Stock Holding History

Sheets Smith Wealth Management’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-30,128
Closed -$782K – 314
2018
Q3 		$782K Buy
30,128
+453
+2% +$11.3K 0.16% 160
2018
Q2 		$709K Buy
+29,675
New +$652K 0.17% 147

Other funds holding P

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sheets Smith Wealth Management's P Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Everpure Inc (P) in Q4 2018, closing a stake of 30,128 shares — an estimated $782K sold.

Sheets Smith Wealth Management first reported a position in P in Q2 2018 and held it in 2 quarters. The position peaked at $782K in Q3 2018. 254 funds tracked by Wall St. Rank hold P as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining Everpure Inc position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 30,128 Everpure Inc shares in Q4 2018, an estimated $782K.
  • Sheets Smith Wealth Management first reported a position in Everpure Inc in Q2 2018 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Everpure Inc position peaked at $782K in Q3 2018.
  • 254 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.