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Sheets Smith Wealth Management’s Super Micro Computer SMCI Stock Holding History

Sheets Smith Wealth Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-363,600
Closed -$1.07M – 274
2014
Q3 		$1.07M Buy
363,600
+21,010
+6% +$54.5K 0.29% 103
2014
Q2 		$866K Buy
+342,590
New +$709K 0.23% 135

Other funds holding SMCI

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 Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Granahan Investment Management
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Fred Alger Management
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Sheets Smith Wealth Management's SMCI Position: Q4 2014 in Review

Sheets Smith Wealth Management sold out of Super Micro Computer (SMCI) in Q4 2014, closing a stake of 363,600 shares — an estimated $1.07M sold.

Sheets Smith Wealth Management first reported a position in SMCI in Q2 2014 and held it in 2 quarters. The position peaked at $1.07M in Q3 2014. 175 funds tracked by Wall St. Rank hold SMCI as of Q4 2014.

  • Sheets Smith Wealth Management reported no remaining Super Micro Computer position as of Q4 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 363,600 Super Micro Computer shares in Q4 2014, an estimated $1.07M.
  • Sheets Smith Wealth Management first reported a position in Super Micro Computer in Q2 2014 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Super Micro Computer position peaked at $1.07M in Q3 2014.
  • 175 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2014, filed 20 Feb 2015.