Sheets Smith Wealth Management’s Gentherm THRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-17,665	Closed	-$647K	–	259
2014 Q4	$647K	Sell	17,665 -15,979	-47%	-$625K	0.17%	163
2014 Q3	$1.42M	Buy	33,644 +4,128	+14%	+$194K	0.39%	79
2014 Q2	$1.31M	Buy	29,516 +3,523	+14%	+$139K	0.35%	80
2014 Q1	$902K	Buy	25,993 +1,637	+7%	+$45.9K	0.25%	111
2013 Q4	$653K	Buy	+24,356	New	+$559K	0.18%	149

Other funds holding THRM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

BIT

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

BFA

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Sheets Smith Wealth Management's THRM Position: Q1 2015 in Review

Sheets Smith Wealth Management sold out of Gentherm (THRM) in Q1 2015, closing a stake of 17,665 shares — an estimated $647K sold.

Sheets Smith Wealth Management first reported a position in THRM in Q4 2013 and held it in 5 quarters. The position peaked at $1.42M in Q3 2014. 232 funds tracked by Wall St. Rank hold THRM as of Q1 2015.

Sheets Smith Wealth Management reported no remaining Gentherm position as of Q1 2015 after selling out during the quarter.
Sheets Smith Wealth Management sold 17,665 Gentherm shares in Q1 2015, an estimated $647K.
Sheets Smith Wealth Management first reported a position in Gentherm in Q4 2013 and held it in 5 quarters.
Sheets Smith Wealth Management's Gentherm position peaked at $1.42M in Q3 2014.
232 funds tracked by Wall St. Rank held Gentherm as of Q1 2015.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2015, filed 5 May 2015.