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Wasatch Advisors’s SmartFinancial SMBK Stock Holding History

Wasatch Advisors’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-225,556
Closed -$4.89M – 248
2019
Q2 		$4.89M Buy
225,556
+35,048
+18% +$725K 0.05% 179
2019
Q1 		$3.6M Buy
190,508
+11,251
+6% +$215K 0.04% 190
2018
Q4 		$3.27M Buy
179,257
+34,890
+24% +$724K 0.04% 189
2018
Q3 		$3.4M Hold
144,367
– – 0.04% 199
2018
Q2 		$3.72M Sell
144,367
-33,015
-19% -$808K 0.04% 180
2018
Q1 		$4.18M Buy
177,382
+53,052
+43% +$1.19M 0.05% 165
2017
Q4 		$2.7M Buy
124,330
+10,000
+9% +$230K 0.04% 199
2017
Q3 		$2.75M Buy
114,330
+33,330
+41% +$795K 0.04% 209
2017
Q2 		$1.93M Buy
81,000
+27,161
+50% +$622K 0.03% 252
2017
Q1 		$1.13M Buy
53,839
+35,249
+190% +$738K 0.02% 298
2016
Q4 		$368K Buy
+18,590
New +$336K 0.01% 345

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors's SMBK Position: Q3 2019 in Review

Wasatch Advisors sold out of SmartFinancial (SMBK) in Q3 2019, closing a stake of 225,556 shares — an estimated $4.89M sold.

Wasatch Advisors first reported a position in SMBK in Q4 2016 and held it in 11 quarters. The position peaked at $4.89M in Q2 2019. 74 funds tracked by Wall St. Rank hold SMBK as of Q3 2019.

  • Wasatch Advisors reported no remaining SmartFinancial position as of Q3 2019 after selling out during the quarter.
  • Wasatch Advisors sold 225,556 SmartFinancial shares in Q3 2019, an estimated $4.89M.
  • Wasatch Advisors first reported a position in SmartFinancial in Q4 2016 and held it in 11 quarters.
  • Wasatch Advisors's SmartFinancial position peaked at $4.89M in Q2 2019.
  • 74 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2019.

Based on Wasatch Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.