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Wilbanks Smith & Thomas Asset Management’s Royal Caribbean RCL Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-300
Closed -$39K – 1080
2018
Q3 		$39K Buy
+300
New +$35.2K ﹤0.01% 735

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Royal Caribbean (RCL) in Q4 2018, closing a stake of 300 shares — an estimated $39K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in RCL in Q3 2018 and held it in 1 quarter. The position peaked at $39K in Q3 2018. 634 funds tracked by Wall St. Rank hold RCL as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Royal Caribbean position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 300 Royal Caribbean shares in Q4 2018, an estimated $39K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Royal Caribbean in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Royal Caribbean position peaked at $39K in Q3 2018.
  • 634 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2018.

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