Wilbanks Smith & Thomas Asset Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-91,543	Closed	-$9.17M	–	425
2019 Q1	$9.17M	Buy	+91,543	New	+$9.04M	0.59%	36
2018 Q4	–	Sell	-116,061	Closed	-$11.7M	–	783
2018 Q3	$11.7M	Buy	+116,061	New	+$11.6M	0.71%	30

Other funds holding HYS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HYS Position: Q2 2019 in Review

Wilbanks Smith & Thomas Asset Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2019, closing a stake of 91,543 shares — an estimated $9.17M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HYS in Q3 2018 and held it in 2 quarters. The position peaked at $11.7M in Q3 2018. 229 funds tracked by Wall St. Rank hold HYS as of Q2 2019.

Wilbanks Smith & Thomas Asset Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 91,543 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2019, an estimated $9.17M.
Wilbanks Smith & Thomas Asset Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2018 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $11.7M in Q3 2018.
229 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2019.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2019, filed 7 Aug 2019.