BA
VBTX

Boston Advisors’s Veritex Holdings VBTX Stock Holding History

Boston 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
2018
Q4 		– Sell
-112,581
Closed -$3.18M – 673
2018
Q3 		$3.18M Sell
112,581
-3,505
-3% -$108K 0.14% 232
2018
Q2 		$3.61M Buy
+116,086
New +$3.47M 0.09% 228

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 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

Boston Advisors's VBTX Position: Q4 2018 in Review

Boston Advisors sold out of Veritex Holdings (VBTX) in Q4 2018, closing a stake of 112,581 shares — an estimated $3.18M sold.

Boston Advisors first reported a position in VBTX in Q2 2018 and held it in 2 quarters. The position peaked at $3.61M in Q2 2018. 135 funds tracked by Wall St. Rank hold VBTX as of Q4 2018.

  • Boston Advisors reported no remaining Veritex Holdings position as of Q4 2018 after selling out during the quarter.
  • Boston Advisors sold 112,581 Veritex Holdings shares in Q4 2018, an estimated $3.18M.
  • Boston Advisors first reported a position in Veritex Holdings in Q2 2018 and held it in 2 quarters.
  • Boston Advisors's Veritex Holdings position peaked at $3.61M in Q2 2018.
  • 135 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2018.

Based on Boston Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.