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Wilbanks Smith & Thomas Asset Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,460
Closed -$76K – 502
2018
Q3 		$76K Buy
+1,460
New +$75K ﹤0.01% 597

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2018, closing a stake of 1,460 shares — an estimated $76K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CFA in Q3 2018 and held it in 1 quarter. The position peaked at $76K in Q3 2018. 47 funds tracked by Wall St. Rank hold CFA as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,460 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2018, an estimated $76K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $76K in Q3 2018.
  • 47 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2018.

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