Wilbanks Smith & Thomas Asset Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-31,030	Closed	-$1.34M	–	294
2013 Q4	$1.34M	Buy	+31,030	New	+$1.27M	0.16%	92

Other funds holding PKW

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PKW Position: Q1 2014 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2014, closing a stake of 31,030 shares — an estimated $1.34M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PKW in Q4 2013 and held it in 1 quarter. The position peaked at $1.34M in Q4 2013. 113 funds tracked by Wall St. Rank hold PKW as of Q1 2014.

Wilbanks Smith & Thomas Asset Management reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2014 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 31,030 Invesco BuyBack Achievers ETF shares in Q1 2014, an estimated $1.34M.
Wilbanks Smith & Thomas Asset Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2013 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's Invesco BuyBack Achievers ETF position peaked at $1.34M in Q4 2013.
113 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2014.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2014, filed 10 Apr 2014.