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Wilbanks Smith & Thomas Asset Management’s Hamilton Beach Brands HBB Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$4K – 744
2018
Q3 		$4K Buy
+200
New +$5.07K ﹤0.01% 1262

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Hamilton Beach Brands (HBB) in Q4 2018, closing a stake of 200 shares — an estimated $4K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HBB in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 75 funds tracked by Wall St. Rank hold HBB as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Hamilton Beach Brands position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 200 Hamilton Beach Brands shares in Q4 2018, an estimated $4K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Hamilton Beach Brands in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Hamilton Beach Brands position peaked at $4K in Q3 2018.
  • 75 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q4 2018.

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