SSWM
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Sheets Smith Wealth Management’s Ring Energy REI Stock Holding History

Sheets Smith Wealth Management’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-24,506
Closed -$309K – 346
2018
Q2 		$309K Buy
24,506
+2,790
+13% +$40.5K 0.07% 260
2018
Q1 		$312K Buy
21,716
+84
+0.4% +$1.22K 0.08% 256
2017
Q4 		$301K Sell
21,632
-130
-0.6% -$1.75K 0.07% 265
2017
Q3 		$315K Buy
+21,762
New +$280K 0.08% 245

Other funds holding REI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return