SSWM
PE

Sheets Smith Wealth Management’s PARSLEY ENERGY INC PE Stock Holding History

Sheets Smith Wealth Management’s Portfolio PE Stock Details PE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,621
Closed -$457K – 340
2018
Q3 		$457K Buy
15,621
+51
+0.3% +$1.51K 0.09% 229
2018
Q2 		$471K Buy
+15,570
New +$459K 0.11% 202
2017
Q2 		– Sell
-19,770
Closed -$643K – 322
2017
Q1 		$643K Sell
19,770
-18,222
-48% -$603K 0.17% 154
2016
Q4 		$1.34M Sell
37,992
-2,141
-5% -$75.8K 0.38% 76
2016
Q3 		$1.34M Sell
40,133
-1,862
-4% -$58.3K 0.38% 75
2016
Q2 		$1.14M Sell
41,995
-932
-2% -$23.1K 0.33% 81
2016
Q1 		$970K Buy
+42,927
New +$794K 0.3% 86

Other funds holding PE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return