Advisor Group’s West Bancorporation WTBA Stock Holding History

Advisor Group’s Portfolio WTBA Stock Details WTBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$18K	Buy	706 +62	+10%	+$1.47K	﹤0.01%	4028
2019 Q3	$14K	Hold	644	–	–	﹤0.01%	4178
2019 Q2	$14K	Hold	644	–	–	﹤0.01%	4197
2019 Q1	$13K	Sell	644 -17	-3%	-$362	﹤0.01%	4234
2018 Q4	$13K	Buy	661 +50	+8%	+$1.06K	﹤0.01%	4072
2018 Q3	$15K	Buy	611 +500	+450%	+$12.3K	﹤0.01%	4054
2018 Q2	$3K	Hold	111	–	–	﹤0.01%	4575
2018 Q1	$3K	Hold	111	–	–	﹤0.01%	4602
2017 Q4	$3K	Hold	111	–	–	﹤0.01%	4593
2017 Q3	$3K	Hold	111	–	–	﹤0.01%	4454
2017 Q2	$3K	Buy	111 +24	+28%	+$552	﹤0.01%	4437
2017 Q1	$2K	Buy	+87	New	+$2.01K	﹤0.01%	4422

Other funds holding WTBA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Advisor Group's WTBA Position: Q4 2019 in Review

Advisor Group increased its West Bancorporation (WTBA) stake by 9.6% in Q4 2019, buying an estimated $1.47K and bringing the position to 706 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #4028.

Advisor Group first reported a position in WTBA in Q1 2017 and has held it in 12 quarters since. 76 funds tracked by Wall St. Rank hold WTBA as of Q4 2019.

Advisor Group held 706 shares of West Bancorporation worth $18K as of Q4 2019.
Advisor Group bought 62 West Bancorporation shares in Q4 2019, an estimated $1.47K.
West Bancorporation made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4028 holding.
Advisor Group first reported a position in West Bancorporation in Q1 2017 and has held it in 12 quarters since.
76 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.