Wilbanks Smith & Thomas Asset Management’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,376	Closed	-$250K	–	1616
2018 Q2	$250K	Buy	+5,376	New	+$257K	0.02%	300
2015 Q2	–	Sell	-46,240	Closed	-$1.81M	–	315
2015 Q1	$1.81M	Buy	+46,240	New	+$1.85M	0.18%	86
2013 Q4	–	Sell	-17,704	Closed	-$521K	–	290
2013 Q3	$521K	Buy	+17,704	New	+$511K	0.07%	162

Other funds holding IYT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IYT Position: Q3 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares US Transportation ETF (IYT) in Q3 2018, closing a stake of 5,376 shares — an estimated $250K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IYT in Q3 2013 and held it in 3 quarters. The position peaked at $1.81M in Q1 2015. 147 funds tracked by Wall St. Rank hold IYT as of Q3 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares US Transportation ETF position as of Q3 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 5,376 iShares US Transportation ETF shares in Q3 2018, an estimated $250K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares US Transportation ETF in Q3 2013 and held it in 3 quarters.
Wilbanks Smith & Thomas Asset Management's iShares US Transportation ETF position peaked at $1.81M in Q1 2015.
147 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.