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Wilbanks Smith & Thomas Asset Management’s ProShares Trust UltraShort MSCI EAFE EFU Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio EFU Stock Details EFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-7,055
Closed -$589K – 289
2013
Q4 		$589K Buy
7,055
+1,220
+21% +$110K 0.07% 151
2013
Q3 		$557K Sell
5,835
-2,368
-29% -$247K 0.07% 153
2013
Q2 		$984K Buy
+8,203
New +$935K 0.15% 103

Other funds holding EFU

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of ProShares Trust UltraShort MSCI EAFE (EFU) in Q1 2014, closing a stake of 7,055 shares — an estimated $589K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in EFU in Q2 2013 and held it in 3 quarters. The position peaked at $984K in Q2 2013. 5 funds tracked by Wall St. Rank hold EFU as of Q1 2014.

  • Wilbanks Smith & Thomas Asset Management reported no remaining ProShares Trust UltraShort MSCI EAFE position as of Q1 2014 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 7,055 ProShares Trust UltraShort MSCI EAFE shares in Q1 2014, an estimated $589K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in ProShares Trust UltraShort MSCI EAFE in Q2 2013 and held it in 3 quarters.
  • Wilbanks Smith & Thomas Asset Management's ProShares Trust UltraShort MSCI EAFE position peaked at $984K in Q2 2013.
  • 5 funds tracked by Wall St. Rank held ProShares Trust UltraShort MSCI EAFE as of Q1 2014.

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