Wilbanks Smith & Thomas Asset Management
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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Choate Investment Advisors
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Madison Investment Holdings
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Brevan Howard Capital Management
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 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.