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Wilbanks Smith & Thomas Asset Management’s Acco Brands ACCO Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-262
Closed -$3K – 359
2018
Q3 		$3K Buy
+262
New +$3.36K ﹤0.01% 1309

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ACCO Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Acco Brands (ACCO) in Q4 2018, closing a stake of 262 shares — an estimated $3K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ACCO in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 227 funds tracked by Wall St. Rank hold ACCO as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Acco Brands position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 262 Acco Brands shares in Q4 2018, an estimated $3K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Acco Brands in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Acco Brands position peaked at $3K in Q3 2018.
  • 227 funds tracked by Wall St. Rank held Acco Brands as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.