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Institutional & Family Asset Management’s WesBanco WSBC Stock Holding History

Institutional & Family Asset Management’s Portfolio WSBC Stock Details WSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-315
Closed -$14K – 891
2018
Q3 		$14K Hold
315
– – ﹤0.01% 489
2018
Q2 		$14K Hold
315
– – ﹤0.01% 478
2018
Q1 		$13K Buy
+315
New +$13.3K ﹤0.01% 467

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Institutional & Family Asset Management's WSBC Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of WesBanco (WSBC) in Q4 2018, closing a stake of 315 shares — an estimated $14K sold.

Institutional & Family Asset Management first reported a position in WSBC in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 182 funds tracked by Wall St. Rank hold WSBC as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining WesBanco position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 315 WesBanco shares in Q4 2018, an estimated $14K.
  • Institutional & Family Asset Management first reported a position in WesBanco in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's WesBanco position peaked at $14K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held WesBanco as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.