EMFAT
XBKS

Emerald Mutual Fund Advisers Trust’s XENITH BANKSHARES INC , COMMON STOCK XBKS Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio XBKS Stock Details XBKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-24,650
Closed -$148K – 258
2013
Q3 		$148K Hold
24,650
– – 0.02% 211
2013
Q2 		$131K Buy
+24,650
New +$130K 0.02% 204

Other funds holding XBKS

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BP
Boston Provident Englewood, New Jersey $117M AUM 0.5% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $265M AUM 16.97% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's XBKS Position: Q4 2013 in Review

Emerald Mutual Fund Advisers Trust sold out of XENITH BANKSHARES INC , COMMON STOCK (XBKS) in Q4 2013, closing a stake of 24,650 shares — an estimated $148K sold.

Emerald Mutual Fund Advisers Trust first reported a position in XBKS in Q2 2013 and held it in 2 quarters. The position peaked at $148K in Q3 2013. 23 funds tracked by Wall St. Rank hold XBKS as of Q4 2013.

  • Emerald Mutual Fund Advisers Trust reported no remaining XENITH BANKSHARES INC , COMMON STOCK position as of Q4 2013 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 24,650 XENITH BANKSHARES INC , COMMON STOCK shares in Q4 2013, an estimated $148K.
  • Emerald Mutual Fund Advisers Trust first reported a position in XENITH BANKSHARES INC , COMMON STOCK in Q2 2013 and held it in 2 quarters.
  • Emerald Mutual Fund Advisers Trust's XENITH BANKSHARES INC , COMMON STOCK position peaked at $148K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held XENITH BANKSHARES INC , COMMON STOCK as of Q4 2013.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2013, filed 30 Jan 2014.