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Wilbanks Smith & Thomas Asset Management’s TransUnion TRU Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-374
Closed -$28K – 1233
2018
Q3 		$28K Buy
+374
New +$27.8K ﹤0.01% 810

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LPC
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ACM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of TransUnion (TRU) in Q4 2018, closing a stake of 374 shares — an estimated $28K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in TRU in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 329 funds tracked by Wall St. Rank hold TRU as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining TransUnion position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 374 TransUnion shares in Q4 2018, an estimated $28K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in TransUnion in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's TransUnion position peaked at $28K in Q3 2018.
  • 329 funds tracked by Wall St. Rank held TransUnion as of Q4 2018.

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