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Wilbanks Smith & Thomas Asset Management’s Quad QUAD Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-52
Closed -$1K – 1074
2018
Q3 		$1K Buy
+52
New +$1.12K ﹤0.01% 1546

Other funds holding QUAD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Quad (QUAD) in Q4 2018, closing a stake of 52 shares — an estimated $1K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in QUAD in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 150 funds tracked by Wall St. Rank hold QUAD as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Quad position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 52 Quad shares in Q4 2018, an estimated $1K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Quad in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Quad position peaked at $1K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held Quad as of Q4 2018.

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