WSTAM
IIF

Wilbanks Smith & Thomas Asset Management’s Morgan Stanley India Investment Fund IIF Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio IIF Stock Details IIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$5K – 805
2018
Q3 		$5K Buy
+200
New +$5.25K ﹤0.01% 1217

Other funds holding IIF

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KIM
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WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Morgan Stanley India Investment Fund (IIF) in Q4 2018, closing a stake of 200 shares — an estimated $5K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IIF in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 49 funds tracked by Wall St. Rank hold IIF as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Morgan Stanley India Investment Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 200 Morgan Stanley India Investment Fund shares in Q4 2018, an estimated $5K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Morgan Stanley India Investment Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Morgan Stanley India Investment Fund position peaked at $5K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q4 2018.

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