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Wilbanks Smith & Thomas Asset Management’s CDW CDW Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-229
Closed -$20K – 501
2018
Q3 		$20K Buy
+229
New +$19.8K ﹤0.01% 877

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ACM
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Kayne Anderson Rudnick Investment Management
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Select Equity Group
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of CDW (CDW) in Q4 2018, closing a stake of 229 shares — an estimated $20K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CDW in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 534 funds tracked by Wall St. Rank hold CDW as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining CDW position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 229 CDW shares in Q4 2018, an estimated $20K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in CDW in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's CDW position peaked at $20K in Q3 2018.
  • 534 funds tracked by Wall St. Rank held CDW as of Q4 2018.

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