WSTAM
ESGF

Wilbanks Smith & Thomas Asset Management’s Oppenheimer Global ESG Revenue ETF ESGF Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio ESGF Stock Details ESGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$2K – 1614
2018
Q3 		$2K Buy
+50
New +$2K ﹤0.01% 1476

Other funds holding ESGF

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Oppenheimer Global ESG Revenue ETF (ESGF) in Q4 2018, closing a stake of 50 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ESGF in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 9 funds tracked by Wall St. Rank hold ESGF as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Oppenheimer Global ESG Revenue ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 50 Oppenheimer Global ESG Revenue ETF shares in Q4 2018, an estimated $2K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Oppenheimer Global ESG Revenue ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Oppenheimer Global ESG Revenue ETF position peaked at $2K in Q3 2018.
  • 9 funds tracked by Wall St. Rank held Oppenheimer Global ESG Revenue ETF as of Q4 2018.

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