SFS
SMRT

Sowell Financial Services’s Stein Mart Inc SMRT Stock Holding History

Sowell Financial Services’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,650
Closed -$4K – 2813
2019
Q4 		$4K Buy
+5,650
New +$4.32K ﹤0.01% 2027

Other funds holding SMRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sowell Financial Services's SMRT Position: Q1 2020 in Review

Sowell Financial Services sold out of Stein Mart Inc (SMRT) in Q1 2020, closing a stake of 5,650 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in SMRT in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 37 funds tracked by Wall St. Rank hold SMRT as of Q1 2020.

  • Sowell Financial Services reported no remaining Stein Mart Inc position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 5,650 Stein Mart Inc shares in Q1 2020, an estimated $4K.
  • Sowell Financial Services first reported a position in Stein Mart Inc in Q4 2019 and held it in 1 quarter.
  • Sowell Financial Services's Stein Mart Inc position peaked at $4K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held Stein Mart Inc as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.