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Toth Financial Advisory’s Smith & Wesson SWBI Stock Holding History

Toth Financial Advisory’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
2018
Q1 		– Sell
-130
Closed -$1K – 458
2017
Q4 		$1K Buy
+130
New +$1.41K ﹤0.01% 422
2016
Q1 		– Sell
-26,384
Closed -$446K – 115
2015
Q4 		$446K Buy
+26,384
New +$388K 0.15% 96

Other funds holding SWBI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Toth Financial Advisory's SWBI Position: Q1 2018 in Review

Toth Financial Advisory sold out of Smith & Wesson (SWBI) in Q1 2018, closing a stake of 130 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in SWBI in Q4 2015 and held it in 2 quarters. The position peaked at $446K in Q4 2015. 160 funds tracked by Wall St. Rank hold SWBI as of Q1 2018.

  • Toth Financial Advisory reported no remaining Smith & Wesson position as of Q1 2018 after selling out during the quarter.
  • Toth Financial Advisory sold 130 Smith & Wesson shares in Q1 2018, an estimated $1K.
  • Toth Financial Advisory first reported a position in Smith & Wesson in Q4 2015 and held it in 2 quarters.
  • Toth Financial Advisory's Smith & Wesson position peaked at $446K in Q4 2015.
  • 160 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2018.

Based on Toth Financial Advisory's 13F filing for Q1 2018, filed 25 Apr 2018.