WSTAM
SDP icon

Wilbanks Smith & Thomas Asset Management’s ProShares UltraShort Utilities SDP Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio SDP Stock Details SDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-819
Closed -$549K – 297
2013
Q4 		$549K Buy
+819
New +$558K 0.07% 161

Other funds holding SDP

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of ProShares UltraShort Utilities (SDP) in Q1 2014, closing a stake of 819 shares — an estimated $549K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SDP in Q4 2013 and held it in 1 quarter. The position peaked at $549K in Q4 2013. 2 funds tracked by Wall St. Rank hold SDP as of Q1 2014.

  • Wilbanks Smith & Thomas Asset Management reported no remaining ProShares UltraShort Utilities position as of Q1 2014 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 819 ProShares UltraShort Utilities shares in Q1 2014, an estimated $549K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in ProShares UltraShort Utilities in Q4 2013 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's ProShares UltraShort Utilities position peaked at $549K in Q4 2013.
  • 2 funds tracked by Wall St. Rank held ProShares UltraShort Utilities as of Q1 2014.

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