Broadview Advisors’s Veritex Holdings VBTX Stock Holding History

Broadview 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
2019 Q2	$5.08M	Sell	195,748 -2,825	-1%	-$73.2K	1.57%	32
2019 Q1	$4.81M	Buy	198,573 +36,723	+23%	+$929K	1.31%	37
2018 Q4	$3.46M	Buy	161,850 +18,650	+13%	+$456K	1%	48
2018 Q3	$4.05M	Buy	143,200 +29,350	+26%	+$902K	0.69%	58
2018 Q2	$3.54M	Buy	+113,850	New	+$3.41M	0.56%	68

Other funds holding VBTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

PBRA

Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 1-Year Est. Return

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

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Broadview Advisors's VBTX Position: Q2 2019 in Review

Broadview Advisors reduced its Veritex Holdings (VBTX) stake by 1.4% in Q2 2019, selling an estimated $73.2K and leaving 195,748 shares worth $5.08M. The position accounts for 1.57% of the portfolio, ranked #32.

Broadview Advisors first reported a position in VBTX in Q2 2018 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold VBTX as of Q2 2019.

Broadview Advisors held 195,748 shares of Veritex Holdings worth $5.08M as of Q2 2019.
Broadview Advisors sold 2,825 Veritex Holdings shares in Q2 2019, an estimated $73.2K.
Veritex Holdings made up 1.57% of Broadview Advisors's portfolio in Q2 2019, its #32 holding.
Broadview Advisors first reported a position in Veritex Holdings in Q2 2018 and has held it in 5 quarters since.
180 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.