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Wilbanks Smith & Thomas Asset Management’s State Street STT Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,575
Closed -$132K – 1191
2018
Q3 		$132K Buy
+1,575
New +$138K 0.01% 482
2016
Q1 		– Sell
-3,280
Closed -$218K – 300
2015
Q4 		$218K Sell
3,280
-515
-14% -$35.8K 0.02% 248
2015
Q3 		$255K Buy
3,795
+254
+7% +$18.9K 0.04% 221
2015
Q2 		$273K Sell
3,541
-1,379
-28% -$107K 0.03% 248
2015
Q1 		$362K Sell
4,920
-1,530
-24% -$115K 0.04% 206
2014
Q4 		$506K Sell
6,450
-185
-3% -$13.9K 0.05% 175
2014
Q3 		$488K Sell
6,635
-70
-1% -$4.98K 0.05% 166
2014
Q2 		$451K Buy
6,705
+1,075
+19% +$70.7K 0.05% 178
2014
Q1 		$392K Buy
+5,630
New +$389K 0.04% 190

Other funds holding STT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return