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Bellwether Investment Group’s Prosperity Bancshares PB Stock Holding History

Bellwether Investment Group’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-141
Closed -$10K – 452
2017
Q1 		$10K Sell
141
-3
-2% -$218 0.03% 492
2016
Q4 		$10K Buy
+144
New +$9K 0.01% 641

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Bellwether Investment Group's PB Position: Q2 2017 in Review

Bellwether Investment Group sold out of Prosperity Bancshares (PB) in Q2 2017, closing a stake of 141 shares — an estimated $10K sold.

Bellwether Investment Group first reported a position in PB in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q1 2017. 251 funds tracked by Wall St. Rank hold PB as of Q2 2017.

  • Bellwether Investment Group reported no remaining Prosperity Bancshares position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 141 Prosperity Bancshares shares in Q2 2017, an estimated $10K.
  • Bellwether Investment Group first reported a position in Prosperity Bancshares in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Prosperity Bancshares position peaked at $10K in Q1 2017.
  • 251 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.