SHWM
ONB icon

Smith & Howard Wealth Management’s Old National Bancorp ONB Stock Holding History

Smith & Howard Wealth Management’s Portfolio ONB Stock Details ONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-300
Closed -$5K – 164
2013
Q4 		$5K Hold
300
– – ﹤0.01% 218
2013
Q3 		$4K Hold
300
– – ﹤0.01% 229
2013
Q2 		$4K Buy
+300
New +$3.94K ﹤0.01% 209

Other funds holding ONB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

Smith & Howard Wealth Management's ONB Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Old National Bancorp (ONB) in Q1 2014, closing a stake of 300 shares — an estimated $5K sold.

Smith & Howard Wealth Management first reported a position in ONB in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q4 2013. 163 funds tracked by Wall St. Rank hold ONB as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Old National Bancorp position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 300 Old National Bancorp shares in Q1 2014, an estimated $5K.
  • Smith & Howard Wealth Management first reported a position in Old National Bancorp in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Old National Bancorp position peaked at $5K in Q4 2013.
  • 163 funds tracked by Wall St. Rank held Old National Bancorp as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.