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Wilbanks Smith & Thomas Asset Management’s Gartner IT Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,211
Closed -$192K – 829
2018
Q3 		$192K Buy
+1,211
New +$176K 0.01% 396

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Gartner (IT) in Q4 2018, closing a stake of 1,211 shares — an estimated $192K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IT in Q3 2018 and held it in 1 quarter. The position peaked at $192K in Q3 2018. 457 funds tracked by Wall St. Rank hold IT as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Gartner position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,211 Gartner shares in Q4 2018, an estimated $192K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Gartner in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Gartner position peaked at $192K in Q3 2018.
  • 457 funds tracked by Wall St. Rank held Gartner as of Q4 2018.

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