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Wilbanks Smith & Thomas Asset Management’s Broadridge BR Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-165
Closed -$22K – 471
2018
Q3 		$22K Buy
+165
New +$20.9K ﹤0.01% 858

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VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Broadridge (BR) in Q4 2018, closing a stake of 165 shares — an estimated $22K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BR in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 709 funds tracked by Wall St. Rank hold BR as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Broadridge position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 165 Broadridge shares in Q4 2018, an estimated $22K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Broadridge in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Broadridge position peaked at $22K in Q3 2018.
  • 709 funds tracked by Wall St. Rank held Broadridge as of Q4 2018.

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