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Checchi Capital Advisers’s Prosperity Bancshares PB Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-690
Closed -$35K – 968
2016
Q2 		$35K Buy
690
+569
+470% +$28.6K ﹤0.01% 989
2016
Q1 		$6K Buy
+121
New +$5.11K ﹤0.01% 1383

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Checchi Capital Advisers's PB Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Prosperity Bancshares (PB) in Q3 2016, closing a stake of 690 shares — an estimated $35K sold.

Checchi Capital Advisers first reported a position in PB in Q1 2016 and held it in 2 quarters. The position peaked at $35K in Q2 2016. 229 funds tracked by Wall St. Rank hold PB as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Prosperity Bancshares position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 690 Prosperity Bancshares shares in Q3 2016, an estimated $35K.
  • Checchi Capital Advisers first reported a position in Prosperity Bancshares in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Prosperity Bancshares position peaked at $35K in Q2 2016.
  • 229 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.