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Taylor Wealth Management Partners’s Smith & Wesson SWBI Stock Holding History

Taylor Wealth Management Partners’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-33
Closed -$1K – 169
2016
Q4 		$1K Sell
33
-97
-75% -$1.79K ﹤0.01% 164
2016
Q3 		$3K Hold
130
– – ﹤0.01% 142
2016
Q2 		$3K Hold
130
– – ﹤0.01% 134
2016
Q1 		$3K Buy
+130
New +$2.42K ﹤0.01% 136

Other funds holding SWBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Taylor Wealth Management Partners's SWBI Position: Q1 2017 in Review

Taylor Wealth Management Partners sold out of Smith & Wesson (SWBI) in Q1 2017, closing a stake of 33 shares — an estimated $1K sold.

Taylor Wealth Management Partners first reported a position in SWBI in Q1 2016 and held it in 4 quarters. The position peaked at $3K in Q3 2016. 199 funds tracked by Wall St. Rank hold SWBI as of Q1 2017.

  • Taylor Wealth Management Partners reported no remaining Smith & Wesson position as of Q1 2017 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 33 Smith & Wesson shares in Q1 2017, an estimated $1K.
  • Taylor Wealth Management Partners first reported a position in Smith & Wesson in Q1 2016 and held it in 4 quarters.
  • Taylor Wealth Management Partners's Smith & Wesson position peaked at $3K in Q3 2016.
  • 199 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2017, filed 24 Apr 2017.