Smith Salley Wealth Management’s C&F Financial CFFI Stock Holding History

Smith Salley Wealth Management’s Portfolio CFFI Stock Details CFFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,500	Closed	-$206K	–	172
2018 Q3	$206K	Hold	3,500	–	–	0.03%	180
2018 Q2	$219K	Buy	+3,500	New	+$206K	0.04%	170
2018 Q1	–	Sell	-4,000	Closed	-$232K	–	177
2017 Q4	$232K	Hold	4,000	–	–	0.04%	167
2017 Q3	$220K	Buy	+4,000	New	+$197K	0.04%	162
2017 Q1	–	Sell	-5,220	Closed	-$260K	–	174
2016 Q4	$260K	Hold	5,220	–	–	0.05%	133
2016 Q3	$225K	Hold	5,220	–	–	0.05%	142
2016 Q2	$234K	Sell	5,220 -100	-2%	-$4.05K	0.05%	144
2016 Q1	$203K	Hold	5,320	–	–	0.05%	153
2015 Q4	$207K	Buy	+5,320	New	+$203K	0.05%	150
2015 Q1	–	Sell	-5,320	Closed	-$211K	–	166
2014 Q4	$211K	Sell	5,320 -1,000	-16%	-$36.7K	0.05%	158
2014 Q3	$210K	Hold	6,320	–	–	0.06%	168
2014 Q2	$227K	Hold	6,320	–	–	0.06%	169
2014 Q1	$209K	Hold	6,320	–	–	0.13%	106
2013 Q4	$289K	Hold	6,320	–	–	0.19%	82
2013 Q3	$306K	Hold	6,320	–	–	0.25%	64
2013 Q2	$352K	Buy	+6,320	New	+$289K	0.28%	62

Other funds holding CFFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Smith Salley Wealth Management's CFFI Position: Q4 2018 in Review

Smith Salley Wealth Management sold out of C&F Financial (CFFI) in Q4 2018, closing a stake of 3,500 shares — an estimated $206K sold.

Smith Salley Wealth Management first reported a position in CFFI in Q2 2013 and held it in 16 quarters. The position peaked at $352K in Q2 2013. 55 funds tracked by Wall St. Rank hold CFFI as of Q4 2018.

Smith Salley Wealth Management reported no remaining C&F Financial position as of Q4 2018 after selling out during the quarter.
Smith Salley Wealth Management sold 3,500 C&F Financial shares in Q4 2018, an estimated $206K.
Smith Salley Wealth Management first reported a position in C&F Financial in Q2 2013 and held it in 16 quarters.
Smith Salley Wealth Management's C&F Financial position peaked at $352K in Q2 2013.
55 funds tracked by Wall St. Rank held C&F Financial as of Q4 2018.

Based on Smith Salley Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.