WSTAM
PFA

Wilbanks Smith & Thomas Asset Management’s POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT PFA Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio PFA Stock Details PFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,796
Closed -$240K – 339
2016
Q3 		$240K Buy
11,796
+969
+9% +$19.7K 0.02% 247
2016
Q2 		$216K Buy
10,827
+822
+8% +$16.4K 0.02% 263
2016
Q1 		$198K Buy
+10,005
New +$198K 0.02% 267

Other funds holding PFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PFA Position: Q4 2016 in Review

Wilbanks Smith & Thomas Asset Management sold out of POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT (PFA) in Q4 2016, closing a stake of 11,796 shares — an estimated $240K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PFA in Q1 2016 and held it in 3 quarters. The position peaked at $240K in Q3 2016. 20 funds tracked by Wall St. Rank hold PFA as of Q4 2016.

  • Wilbanks Smith & Thomas Asset Management reported no remaining POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT position as of Q4 2016 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 11,796 POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT shares in Q4 2016, an estimated $240K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT in Q1 2016 and held it in 3 quarters.
  • Wilbanks Smith & Thomas Asset Management's POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT position peaked at $240K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT as of Q4 2016.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2016, filed 26 Jan 2017.