Wilbanks Smith & Thomas Asset Management
SEP

Wilbanks Smith & Thomas Asset Management’s Spectra Engy Parters Lp SEP Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-649
Closed -$23K – 1555
2018
Q3 		$23K Buy
+649
New +$24K ﹤0.01% 856

Other funds holding SEP

CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 649 shares — an estimated $23K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SEP in Q3 2018 and held it in 1 quarter. The position peaked at $23K in Q3 2018. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 649 Spectra Engy Parters Lp shares in Q4 2018, an estimated $23K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Spectra Engy Parters Lp in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Spectra Engy Parters Lp position peaked at $23K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

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