Wilbanks Smith & Thomas Asset Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-400	Closed	-$25K	–	784
2018 Q3	$25K	Buy	+400	New	+$26K	﹤0.01%	834

Other funds holding IAI

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

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

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2018, closing a stake of 400 shares — an estimated $25K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IAI in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 64 funds tracked by Wall St. Rank hold IAI as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 400 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2018, an estimated $25K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $25K in Q3 2018.
64 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2018.

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