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Wilbanks Smith & Thomas Asset Management’s York Water YORW Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-25
Closed -$1K – 1332
2018
Q3 		$1K Buy
+25
New +$771 ﹤0.01% 1563

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State Street
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Northern Trust
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of York Water (YORW) in Q4 2018, closing a stake of 25 shares — an estimated $1K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in YORW in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 96 funds tracked by Wall St. Rank hold YORW as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining York Water position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 25 York Water shares in Q4 2018, an estimated $1K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in York Water in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's York Water position peaked at $1K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held York Water as of Q4 2018.

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