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Bailard’s West Bancorporation WTBA Stock Holding History

Bailard’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
Q1 		– Sell
-23,702
Closed -$452K – 597
2018
Q4 		$452K Sell
23,702
-4,900
-17% -$104K 0.03% 323
2018
Q3 		$672K Buy
28,602
+3,000
+12% +$73.7K 0.04% 285
2018
Q2 		$644K Buy
+25,602
New +$652K 0.04% 290

Other funds holding WTBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return

Bailard's WTBA Position: Q1 2019 in Review

Bailard sold out of West Bancorporation (WTBA) in Q1 2019, closing a stake of 23,702 shares — an estimated $452K sold.

Bailard first reported a position in WTBA in Q2 2018 and held it in 3 quarters. The position peaked at $672K in Q3 2018. 80 funds tracked by Wall St. Rank hold WTBA as of Q1 2019.

  • Bailard reported no remaining West Bancorporation position as of Q1 2019 after selling out during the quarter.
  • Bailard sold 23,702 West Bancorporation shares in Q1 2019, an estimated $452K.
  • Bailard first reported a position in West Bancorporation in Q2 2018 and held it in 3 quarters.
  • Bailard's West Bancorporation position peaked at $672K in Q3 2018.
  • 80 funds tracked by Wall St. Rank held West Bancorporation as of Q1 2019.

Based on Bailard's 13F filing for Q1 2019, filed 24 Apr 2019.