Smith Group Asset Management’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
2019
Q1
$37K Hold
2018
Q4
$30K Hold
2018
Q3
$34K Buy
2016
Q3
Sell
2016
Q2
$37.9M Sell
2016
Q1
$36M Sell
2015
Q4
$54M Sell
2015
Q3
$59.6M Sell
2015
Q2
$64M Buy
2015
Q1
$38.5M Buy
2014
Q4
$8.9M Sell
2014
Q3
$15.8M Buy
2014
Q2
$15.6M Buy
2013
Q3
Sell
2013
Q2
$6.34M Buy