SSWM
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Sheets Smith Wealth Management’s Spirit Airlines, Inc. SAVE Stock Holding History

Sheets Smith Wealth Management’s Portfolio SAVE Stock Details SAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,638
Closed -$384K – 324
2018
Q4 		$384K Buy
+6,638
New +$356K 0.1% 188
2014
Q4 		– Sell
-9,379
Closed -$648K – 280
2014
Q3 		$648K Buy
+9,379
New +$642K 0.18% 154

Other funds holding SAVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sheets Smith Wealth Management's SAVE Position: Q1 2019 in Review

Sheets Smith Wealth Management sold out of Spirit Airlines, Inc. (SAVE) in Q1 2019, closing a stake of 6,638 shares — an estimated $384K sold.

Sheets Smith Wealth Management first reported a position in SAVE in Q3 2014 and held it in 2 quarters. The position peaked at $648K in Q3 2014. 279 funds tracked by Wall St. Rank hold SAVE as of Q1 2019.

  • Sheets Smith Wealth Management reported no remaining Spirit Airlines, Inc. position as of Q1 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 6,638 Spirit Airlines, Inc. shares in Q1 2019, an estimated $384K.
  • Sheets Smith Wealth Management first reported a position in Spirit Airlines, Inc. in Q3 2014 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Spirit Airlines, Inc. position peaked at $648K in Q3 2014.
  • 279 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q1 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.