Zacks Investment Management’s Stein Mart Inc SMRT Stock Holding History

Zacks Investment Management’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
2016 Q2	–	Sell	-102,269	Closed	-$750K	–	739
2016 Q1	$750K	Hold	102,269	–	–	0.02%	382
2015 Q4	$688K	Buy	102,269 +63,069	+161%	+$503K	0.02%	369
2015 Q3	$379K	Buy	+39,200	New	+$404K	0.01%	473
2014 Q3	–	Sell	-24,731	Closed	-$344K	–	774
2014 Q2	$344K	Buy	24,731 +2,537	+11%	+$33.7K	0.01%	533
2014 Q1	$311K	Buy	22,194 +5,158	+30%	+$69.6K	0.01%	531
2013 Q4	$229K	Buy	17,036 +4,265	+33%	+$61.6K	0.01%	630
2013 Q3	$175K	Buy	12,771 +2,370	+23%	+$31.8K	0.01%	623
2013 Q2	$142K	Buy	+10,401	New	+$112K	0.01%	594

Other funds holding SMRT

Royce & Associates New York $10.1B AUM 42.88% 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

FIM

Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

BIT

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Zacks Investment Management's SMRT Position: Q2 2016 in Review

Zacks Investment Management sold out of Stein Mart Inc (SMRT) in Q2 2016, closing a stake of 102,269 shares — an estimated $750K sold.

Zacks Investment Management first reported a position in SMRT in Q2 2013 and held it in 8 quarters. The position peaked at $750K in Q1 2016. 117 funds tracked by Wall St. Rank hold SMRT as of Q2 2016.

Zacks Investment Management reported no remaining Stein Mart Inc position as of Q2 2016 after selling out during the quarter.
Zacks Investment Management sold 102,269 Stein Mart Inc shares in Q2 2016, an estimated $750K.
Zacks Investment Management first reported a position in Stein Mart Inc in Q2 2013 and held it in 8 quarters.
Zacks Investment Management's Stein Mart Inc position peaked at $750K in Q1 2016.
117 funds tracked by Wall St. Rank held Stein Mart Inc as of Q2 2016.

Based on Zacks Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.