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Wilbanks Smith & Thomas Asset Management’s United States Gasoline Fund UGA Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio UGA Stock Details UGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-225
Closed -$8K – 1250
2018
Q3 		$8K Buy
+225
New +$7.63K ﹤0.01% 1106

Other funds holding UGA

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of United States Gasoline Fund (UGA) in Q4 2018, closing a stake of 225 shares — an estimated $8K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in UGA in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 16 funds tracked by Wall St. Rank hold UGA as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining United States Gasoline Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 225 United States Gasoline Fund shares in Q4 2018, an estimated $8K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in United States Gasoline Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's United States Gasoline Fund position peaked at $8K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q4 2018.

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