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Wilbanks Smith & Thomas Asset Management’s Penske Automotive Group PAG Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-143
Closed -$7K – 1021
2018
Q3 		$7K Buy
+143
New +$7.27K ﹤0.01% 1133

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LSV Asset Management
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Penske Automotive Group (PAG) in Q4 2018, closing a stake of 143 shares — an estimated $7K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PAG in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 264 funds tracked by Wall St. Rank hold PAG as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Penske Automotive Group position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 143 Penske Automotive Group shares in Q4 2018, an estimated $7K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Penske Automotive Group in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Penske Automotive Group position peaked at $7K in Q3 2018.
  • 264 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2018.

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