Belmont Global Advisors’s Veritex Holdings VBTX Stock Holding History

Belmont Global Advisors’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
2016 Q3	$1.66M	Buy	95,404 +1,175	+1%	+$20K	1.57%	7
2016 Q2	$1.51M	Hold	94,229	–	–	1.45%	9
2016 Q1	$1.37M	Buy	94,229 +3,000	+3%	+$42.5K	1.39%	17
2015 Q4	$1.48M	Hold	91,229	–	–	1.92%	10
2015 Q3	$1.43M	Buy	91,229 +26,229	+40%	+$418K	2.42%	8
2015 Q2	$971K	Hold	65,000	–	–	1.08%	21
2015 Q1	$908K	Sell	65,000 -7,564	-10%	-$105K	0.92%	34
2014 Q4	$1.03M	Buy	+72,564	New	+$1.06M	1.02%	27

Other funds holding VBTX

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

CCM

Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Belmont Global Advisors's VBTX Position: Q3 2016 in Review

Belmont Global Advisors increased its Veritex Holdings (VBTX) stake by 1.2% in Q3 2016, buying an estimated $20K and bringing the position to 95,404 shares worth $1.66M. The position accounts for 1.57% of the portfolio, ranked #7.

Belmont Global Advisors first reported a position in VBTX in Q4 2014 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold VBTX as of Q3 2016.

Belmont Global Advisors held 95,404 shares of Veritex Holdings worth $1.66M as of Q3 2016.
Belmont Global Advisors bought 1,175 Veritex Holdings shares in Q3 2016, an estimated $20K.
Veritex Holdings made up 1.57% of Belmont Global Advisors's portfolio in Q3 2016, its #7 holding.
Belmont Global Advisors first reported a position in Veritex Holdings in Q4 2014 and has held it in 8 quarters since.
59 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2016.

Based on Belmont Global Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.