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Sheets Smith Wealth Management’s PPG Industries PPG Stock Holding History

Sheets Smith Wealth Management’s Portfolio PPG Stock Details PPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-9,675
Closed -$1M – 296
2016
Q3 		$1M Buy
9,675
+420
+5% +$44.1K 0.28% 97
2016
Q2 		$964K Hold
9,255
– – 0.28% 104
2016
Q1 		$1.03M Hold
9,255
– – 0.32% 80
2015
Q4 		$915K Buy
+9,255
New +$935K 0.28% 99

Other funds holding PPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sheets Smith Wealth Management's PPG Position: Q4 2016 in Review

Sheets Smith Wealth Management sold out of PPG Industries (PPG) in Q4 2016, closing a stake of 9,675 shares — an estimated $1M sold.

Sheets Smith Wealth Management first reported a position in PPG in Q4 2015 and held it in 4 quarters. The position peaked at $1.03M in Q1 2016. 802 funds tracked by Wall St. Rank hold PPG as of Q4 2016.

  • Sheets Smith Wealth Management reported no remaining PPG Industries position as of Q4 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,675 PPG Industries shares in Q4 2016, an estimated $1M.
  • Sheets Smith Wealth Management first reported a position in PPG Industries in Q4 2015 and held it in 4 quarters.
  • Sheets Smith Wealth Management's PPG Industries position peaked at $1.03M in Q1 2016.
  • 802 funds tracked by Wall St. Rank held PPG Industries as of Q4 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2016, filed 3 Feb 2017.