WFG Advisors’s Stein Mart Inc SMRT Stock Holding History

WFG Advisors’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
2013 Q4	–	Sell	-79	Closed	-$1K	–	2347
2013 Q3	$1K	Hold	79	–	–	﹤0.01%	2102
2013 Q2	$1K	Buy	+79	New	+$849	﹤0.01%	2021

Other funds holding SMRT

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's SMRT Position: Q4 2013 in Review

WFG Advisors sold out of Stein Mart Inc (SMRT) in Q4 2013, closing a stake of 79 shares — an estimated $1K sold.

WFG Advisors first reported a position in SMRT in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 116 funds tracked by Wall St. Rank hold SMRT as of Q4 2013.

WFG Advisors reported no remaining Stein Mart Inc position as of Q4 2013 after selling out during the quarter.
WFG Advisors sold 79 Stein Mart Inc shares in Q4 2013, an estimated $1K.
WFG Advisors first reported a position in Stein Mart Inc in Q2 2013 and held it in 2 quarters.
WFG Advisors's Stein Mart Inc position peaked at $1K in Q3 2013.
116 funds tracked by Wall St. Rank held Stein Mart Inc as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.