TrueWealth LLC’s Stein Mart Inc SMRT Stock Holding History

TrueWealth LLC’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
2018 Q2	–	Sell	-3,000	Closed	-$5K	–	880
2018 Q1	$5K	Hold	3,000	–	–	﹤0.01%	595
2017 Q4	$3K	Buy	+3,000	New	+$3.48K	﹤0.01%	782

Other funds holding SMRT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

OAM

Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrueWealth LLC's SMRT Position: Q2 2018 in Review

TrueWealth LLC sold out of Stein Mart Inc (SMRT) in Q2 2018, closing a stake of 3,000 shares — an estimated $5K sold.

TrueWealth LLC first reported a position in SMRT in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 60 funds tracked by Wall St. Rank hold SMRT as of Q2 2018.

TrueWealth LLC reported no remaining Stein Mart Inc position as of Q2 2018 after selling out during the quarter.
TrueWealth LLC sold 3,000 Stein Mart Inc shares in Q2 2018, an estimated $5K.
TrueWealth LLC first reported a position in Stein Mart Inc in Q4 2017 and held it in 2 quarters.
TrueWealth LLC's Stein Mart Inc position peaked at $5K in Q1 2018.
60 funds tracked by Wall St. Rank held Stein Mart Inc as of Q2 2018.

Based on TrueWealth LLC's 13F filing for Q2 2018, filed 13 Jul 2018.