WSTAM
FDS icon

Wilbanks Smith & Thomas Asset Management’s Factset FDS Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-282
Closed -$63K – 673
2018
Q3 		$63K Buy
+282
New +$61.2K ﹤0.01% 633

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Factset (FDS) in Q4 2018, closing a stake of 282 shares — an estimated $63K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FDS in Q3 2018 and held it in 1 quarter. The position peaked at $63K in Q3 2018. 453 funds tracked by Wall St. Rank hold FDS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Factset position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 282 Factset shares in Q4 2018, an estimated $63K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Factset in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Factset position peaked at $63K in Q3 2018.
  • 453 funds tracked by Wall St. Rank held Factset as of Q4 2018.

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