AIM
VBTX

Assured Investment Management’s Veritex Holdings VBTX Stock Holding History

Assured Investment Management’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-27
Closed -$1K – 1327
2018
Q3 		$1K Buy
+27
New +$830 ﹤0.01% 1140

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Assured Investment Management's VBTX Position: Q4 2018 in Review

Assured Investment Management sold out of Veritex Holdings (VBTX) in Q4 2018, closing a stake of 27 shares — an estimated $1K sold.

Assured Investment Management first reported a position in VBTX in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 135 funds tracked by Wall St. Rank hold VBTX as of Q4 2018.

  • Assured Investment Management reported no remaining Veritex Holdings position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 27 Veritex Holdings shares in Q4 2018, an estimated $1K.
  • Assured Investment Management first reported a position in Veritex Holdings in Q3 2018 and held it in 1 quarter.
  • Assured Investment Management's Veritex Holdings position peaked at $1K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.