VFS
SMT

VSR Financial Services’s SMART TECHNOLOGIES INC COM NEW SMT Stock Holding History

VSR Financial Services’s Portfolio SMT Stock Details SMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,000
Closed -$3K – 621
2015
Q4 		$3K Hold
1,000
– – ﹤0.01% 590
2015
Q3 		$6K Hold
1,000
– – ﹤0.01% 569
2015
Q2 		$10K Buy
+1,000
New +$11.2K ﹤0.01% 583

Other funds holding SMT

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VSR Financial Services's SMT Position: Q1 2016 in Review

VSR Financial Services sold out of SMART TECHNOLOGIES INC COM NEW (SMT) in Q1 2016, closing a stake of 1,000 shares — an estimated $3K sold.

VSR Financial Services first reported a position in SMT in Q2 2015 and held it in 3 quarters. The position peaked at $10K in Q2 2015. 14 funds tracked by Wall St. Rank hold SMT as of Q1 2016.

  • VSR Financial Services reported no remaining SMART TECHNOLOGIES INC COM NEW position as of Q1 2016 after selling out during the quarter.
  • VSR Financial Services sold 1,000 SMART TECHNOLOGIES INC COM NEW shares in Q1 2016, an estimated $3K.
  • VSR Financial Services first reported a position in SMART TECHNOLOGIES INC COM NEW in Q2 2015 and held it in 3 quarters.
  • VSR Financial Services's SMART TECHNOLOGIES INC COM NEW position peaked at $10K in Q2 2015.
  • 14 funds tracked by Wall St. Rank held SMART TECHNOLOGIES INC COM NEW as of Q1 2016.

Based on VSR Financial Services's 13F filing for Q1 2016, filed 5 May 2016.