Wilbanks Smith & Thomas Asset Management’s ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF FNIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-7,885
Closed -$249K 335
2014
Q3
$249K Hold
7,885
0.03% 243
2014
Q2
$263K Buy
7,885
+1,500
+23% +$49.7K 0.03% 246
2014
Q1
$206K Buy
+6,385
New +$199K 0.02% 265

Wilbanks Smith & Thomas Asset Management's FNIO Position: Q4 2014 in Review

Wilbanks Smith & Thomas Asset Management sold out of ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF (FNIO) in Q4 2014, closing a stake of 7,885 shares — an estimated $249K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FNIO in Q1 2014 and held it in 3 quarters. The position peaked at $263K in Q2 2014. 0 funds tracked by Wall St. Rank hold FNIO as of Q4 2014.

  • Wilbanks Smith & Thomas Asset Management reported no remaining ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF position as of Q4 2014 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 7,885 ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF shares in Q4 2014, an estimated $249K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF in Q1 2014 and held it in 3 quarters.
  • Wilbanks Smith & Thomas Asset Management's ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF position peaked at $263K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF as of Q4 2014.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2014, filed 23 Feb 2015.