Steward Partners Investment Advisory’s SmartFinancial SMBK Stock Holding History

Steward Partners Investment Advisory’s Portfolio SMBK Stock Details SMBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,200	Closed	-$28K	–	2683
2019 Q4	$28K	Hold	1,200	–	–	﹤0.01%	1651
2019 Q3	$25K	Hold	1,200	–	–	﹤0.01%	1653
2019 Q2	$26K	Buy	+1,200	New	+$24.8K	﹤0.01%	1608
2018 Q3	–	Sell	-1,200	Closed	-$31K	–	2690
2018 Q2	$31K	Hold	1,200	–	–	﹤0.01%	1288
2018 Q1	$28K	Buy	1,200 +500	+71%	+$11.2K	﹤0.01%	1216
2017 Q4	$15K	Buy	+700	New	+$16.1K	﹤0.01%	1225

Other funds holding SMBK

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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

FHC

Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

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

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Steward Partners Investment Advisory's SMBK Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of SmartFinancial (SMBK) in Q1 2020, closing a stake of 1,200 shares — an estimated $28K sold.

Steward Partners Investment Advisory first reported a position in SMBK in Q4 2017 and held it in 6 quarters. The position peaked at $31K in Q2 2018. 79 funds tracked by Wall St. Rank hold SMBK as of Q1 2020.

Steward Partners Investment Advisory reported no remaining SmartFinancial position as of Q1 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,200 SmartFinancial shares in Q1 2020, an estimated $28K.
Steward Partners Investment Advisory first reported a position in SmartFinancial in Q4 2017 and held it in 6 quarters.
Steward Partners Investment Advisory's SmartFinancial position peaked at $31K in Q2 2018.
79 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.