Wilbanks Smith & Thomas Asset Management’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio BMVP Stock Details BMVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-53,445	Closed	-$1.22M	–	286
2013 Q4	$1.22M	Buy	+53,445	New	+$1.16M	0.14%	103

Other funds holding BMVP

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's BMVP Position: Q1 2014 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2014, closing a stake of 53,445 shares — an estimated $1.22M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BMVP in Q4 2013 and held it in 1 quarter. The position peaked at $1.22M in Q4 2013. 31 funds tracked by Wall St. Rank hold BMVP as of Q1 2014.

Wilbanks Smith & Thomas Asset Management reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2014 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 53,445 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2014, an estimated $1.22M.
Wilbanks Smith & Thomas Asset Management first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2013 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's Invesco Bloomberg MVP Multi-factor ETF position peaked at $1.22M in Q4 2013.
31 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2014.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2014, filed 10 Apr 2014.