BSW
VBTX

Buckingham Strategic Wealth’s Veritex Holdings VBTX Stock Holding History

Buckingham Strategic Wealth’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
-8,449
Closed -$239K – 384
2018
Q3 		$239K Buy
+8,449
New +$260K 0.04% 312

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

Buckingham Strategic Wealth's VBTX Position: Q4 2018 in Review

Buckingham Strategic Wealth sold out of Veritex Holdings (VBTX) in Q4 2018, closing a stake of 8,449 shares — an estimated $239K sold.

Buckingham Strategic Wealth first reported a position in VBTX in Q3 2018 and held it in 1 quarter. The position peaked at $239K in Q3 2018. 135 funds tracked by Wall St. Rank hold VBTX as of Q4 2018.

  • Buckingham Strategic Wealth reported no remaining Veritex Holdings position as of Q4 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 8,449 Veritex Holdings shares in Q4 2018, an estimated $239K.
  • Buckingham Strategic Wealth first reported a position in Veritex Holdings in Q3 2018 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Veritex Holdings position peaked at $239K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2018, filed 11 Feb 2019.