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Wilbanks Smith & Thomas Asset Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-580
Closed -$34K – 1030
2018
Q3 		$34K Buy
+580
New +$33.8K ﹤0.01% 767

Other funds holding PBE

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2018, closing a stake of 580 shares — an estimated $34K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PBE in Q3 2018 and held it in 1 quarter. The position peaked at $34K in Q3 2018. 71 funds tracked by Wall St. Rank hold PBE as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 580 Invesco Biotechnology & Genome ETF shares in Q4 2018, an estimated $34K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Invesco Biotechnology & Genome ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Invesco Biotechnology & Genome ETF position peaked at $34K in Q3 2018.
  • 71 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2018.

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