Wilbanks Smith & Thomas Asset Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-473	Closed	-$28K	–	702
2018 Q3	$28K	Buy	+473	New	+$27.7K	﹤0.01%	806

Other funds holding FTEC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2018, closing a stake of 473 shares — an estimated $28K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FTEC in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 139 funds tracked by Wall St. Rank hold FTEC as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 473 Fidelity MSCI Information Technology Index ETF shares in Q4 2018, an estimated $28K.
Wilbanks Smith & Thomas Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's Fidelity MSCI Information Technology Index ETF position peaked at $28K in Q3 2018.
139 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2018.

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