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Wilbanks Smith & Thomas Asset Management’s PIMCO Strategic Income Fund RCS Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,650
Closed -$26K – 1081
2018
Q3 		$26K Buy
+2,650
New +$26.2K ﹤0.01% 821

Other funds holding RCS

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of PIMCO Strategic Income Fund (RCS) in Q4 2018, closing a stake of 2,650 shares — an estimated $26K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in RCS in Q3 2018 and held it in 1 quarter. The position peaked at $26K in Q3 2018. 61 funds tracked by Wall St. Rank hold RCS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining PIMCO Strategic Income Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 2,650 PIMCO Strategic Income Fund shares in Q4 2018, an estimated $26K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in PIMCO Strategic Income Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's PIMCO Strategic Income Fund position peaked at $26K in Q3 2018.
  • 61 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q4 2018.

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