Wilbanks Smith & Thomas Asset Management’s ProShares Ultra Industrials UXI Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio UXI Stock Details UXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-68,040	Closed	-$474K	–	300
2013 Q3	$474K	Buy	+68,040	New	+$449K	0.06%	168

Other funds holding UXI

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's UXI Position: Q4 2013 in Review

Wilbanks Smith & Thomas Asset Management sold out of ProShares Ultra Industrials (UXI) in Q4 2013, closing a stake of 68,040 shares — an estimated $474K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in UXI in Q3 2013 and held it in 1 quarter. The position peaked at $474K in Q3 2013. 6 funds tracked by Wall St. Rank hold UXI as of Q4 2013.

Wilbanks Smith & Thomas Asset Management reported no remaining ProShares Ultra Industrials position as of Q4 2013 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 68,040 ProShares Ultra Industrials shares in Q4 2013, an estimated $474K.
Wilbanks Smith & Thomas Asset Management first reported a position in ProShares Ultra Industrials in Q3 2013 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's ProShares Ultra Industrials position peaked at $474K in Q3 2013.
6 funds tracked by Wall St. Rank held ProShares Ultra Industrials as of Q4 2013.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2013, filed 28 Jan 2014.