TW
SANW

Transform Wealth’s S&W Seed Co SANW Stock Holding History

Transform Wealth’s Portfolio SANW Stock Details SANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,082
Closed -$182K – 226
2016
Q4 		$182K Buy
2,082
+115
+6% +$10.6K 0.07% 203
2016
Q3 		$191K Sell
1,967
-115
-6% -$10.3K 0.08% 195
2016
Q2 		$173K Buy
+2,082
New +$173K 0.07% 206

Other funds holding SANW

MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Transform Wealth's SANW Position: Q1 2017 in Review

Transform Wealth sold out of S&W Seed Co (SANW) in Q1 2017, closing a stake of 2,082 shares — an estimated $182K sold.

Transform Wealth first reported a position in SANW in Q2 2016 and held it in 3 quarters. The position peaked at $191K in Q3 2016. 35 funds tracked by Wall St. Rank hold SANW as of Q1 2017.

  • Transform Wealth reported no remaining S&W Seed Co position as of Q1 2017 after selling out during the quarter.
  • Transform Wealth sold 2,082 S&W Seed Co shares in Q1 2017, an estimated $182K.
  • Transform Wealth first reported a position in S&W Seed Co in Q2 2016 and held it in 3 quarters.
  • Transform Wealth's S&W Seed Co position peaked at $191K in Q3 2016.
  • 35 funds tracked by Wall St. Rank held S&W Seed Co as of Q1 2017.

Based on Transform Wealth's 13F filing for Q1 2017, filed 4 May 2017.