Wilbanks Smith & Thomas Asset Management’s iShares US Home Construction ETF ITB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-50	Closed	-$2K	–	831
2018 Q3	$2K	Buy	+50	New	+$1.9K	﹤0.01%	1410
2018 Q2	–	Sell	-6,800	Closed	-$269K	–	356
2018 Q1	$269K	Sell	6,800 -5,295	-44%	-$221K	0.02%	275
2017 Q4	$529K	Buy	+12,095	New	+$490K	0.04%	188
2017 Q3	–	Sell	-9,490	Closed	-$322K	–	342
2017 Q2	$322K	Buy	+9,490	New	+$311K	0.03%	230

Other funds holding ITB

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SCM

Sandler Capital Management New York $201M AUM 84.92% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of iShares US Home Construction ETF (ITB) in Q4 2018, closing a stake of 50 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ITB in Q2 2017 and held it in 4 quarters. The position peaked at $529K in Q4 2017. 145 funds tracked by Wall St. Rank hold ITB as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares US Home Construction ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 50 iShares US Home Construction ETF shares in Q4 2018, an estimated $2K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares US Home Construction ETF in Q2 2017 and held it in 4 quarters.
Wilbanks Smith & Thomas Asset Management's iShares US Home Construction ETF position peaked at $529K in Q4 2017.
145 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2018.

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