Sheets Smith Wealth Management’s Steel Dynamics STLD Stock Holding History

Sheets Smith Wealth Management’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-27,195	Closed	-$666K	–	281
2016 Q2	$666K	Buy	+27,195	New	+$665K	0.19%	159
2015 Q1	–	Sell	-36,807	Closed	-$727K	–	258
2014 Q4	$727K	Sell	36,807 -899	-2%	-$19.4K	0.19%	152
2014 Q3	$853K	Buy	+37,706	New	+$825K	0.23%	131

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sheets Smith Wealth Management's STLD Position: Q3 2016 in Review

Sheets Smith Wealth Management sold out of Steel Dynamics (STLD) in Q3 2016, closing a stake of 27,195 shares — an estimated $666K sold.

Sheets Smith Wealth Management first reported a position in STLD in Q3 2014 and held it in 3 quarters. The position peaked at $853K in Q3 2014. 361 funds tracked by Wall St. Rank hold STLD as of Q3 2016.

Sheets Smith Wealth Management reported no remaining Steel Dynamics position as of Q3 2016 after selling out during the quarter.
Sheets Smith Wealth Management sold 27,195 Steel Dynamics shares in Q3 2016, an estimated $666K.
Sheets Smith Wealth Management first reported a position in Steel Dynamics in Q3 2014 and held it in 3 quarters.
Sheets Smith Wealth Management's Steel Dynamics position peaked at $853K in Q3 2014.
361 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2016, filed 18 Nov 2016.