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Wilbanks Smith & Thomas Asset Management’s Paylocity PCTY Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-58
Closed -$5K – 1033
2018
Q3 		$5K Buy
+58
New +$4.11K ﹤0.01% 1231

Other funds holding PCTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ASP
Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Paylocity (PCTY) in Q4 2018, closing a stake of 58 shares — an estimated $5K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PCTY in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 188 funds tracked by Wall St. Rank hold PCTY as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Paylocity position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 58 Paylocity shares in Q4 2018, an estimated $5K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Paylocity in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Paylocity position peaked at $5K in Q3 2018.
  • 188 funds tracked by Wall St. Rank held Paylocity as of Q4 2018.

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