WSTAM
CRS icon

Wilbanks Smith & Thomas Asset Management’s Carpenter Technology CRS Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-456
Closed -$27K – 549
2018
Q3 		$27K Buy
+456
New +$26.1K ﹤0.01% 814

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Carpenter Technology (CRS) in Q4 2018, closing a stake of 456 shares — an estimated $27K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CRS in Q3 2018 and held it in 1 quarter. The position peaked at $27K in Q3 2018. 233 funds tracked by Wall St. Rank hold CRS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Carpenter Technology position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 456 Carpenter Technology shares in Q4 2018, an estimated $27K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Carpenter Technology in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Carpenter Technology position peaked at $27K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2018.

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