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FDx Advisors’s Prosperity Bancshares PB Stock Holding History

FDx Advisors’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
2018
Q2 		– Sell
-5,500
Closed -$399K – 1031
2018
Q1 		$399K Sell
5,500
-9
-0.2% -$675 0.01% 863
2017
Q4 		$386K Buy
5,509
+35
+0.6% +$2.34K 0.01% 909
2017
Q3 		$360K Hold
5,474
– – 0.01% 966
2017
Q2 		$352K Hold
5,474
– – 0.01% 925
2017
Q1 		$382K Sell
5,474
-2,470
-31% -$179K 0.01% 883
2016
Q4 		$570K Sell
7,944
-931
-10% -$58.2K 0.02% 725
2016
Q3 		$487K Buy
8,875
+2,105
+31% +$112K 0.02% 631
2016
Q2 		$345K Sell
6,770
-979
-13% -$49.3K 0.02% 712
2016
Q1 		$359K Sell
7,749
-527
-6% -$22.3K 0.02% 677
2015
Q4 		$396K Sell
8,276
-1,123
-12% -$57.7K 0.02% 632
2015
Q3 		$462K Buy
9,399
+1,727
+23% +$91.2K 0.04% 477
2015
Q2 		$443K Sell
7,672
-4,428
-37% -$241K 0.02% 624
2015
Q1 		$636K Buy
12,100
+1,522
+14% +$77.3K 0.01% 820
2014
Q4 		$586K Buy
10,578
+1,437
+16% +$81.5K 0.04% 490
2014
Q3 		$523K Buy
9,141
+68
+0.7% +$4.07K 0.03% 570
2014
Q2 		$568K Buy
9,073
+168
+2% +$10.2K 0.04% 534
2014
Q1 		$589K Sell
8,905
-5,037
-36% -$319K 0.05% 389
2013
Q4 		$884K Buy
13,942
+1,032
+8% +$65.1K 0.09% 219
2013
Q3 		$798K Buy
12,910
+3,740
+41% +$222K 0.09% 196
2013
Q2 		$475K Buy
+9,170
New +$441K 0.06% 268

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FDx Advisors's PB Position: Q2 2018 in Review

FDx Advisors sold out of Prosperity Bancshares (PB) in Q2 2018, closing a stake of 5,500 shares — an estimated $399K sold.

FDx Advisors first reported a position in PB in Q2 2013 and held it in 20 quarters. The position peaked at $884K in Q4 2013. 255 funds tracked by Wall St. Rank hold PB as of Q2 2018.

  • FDx Advisors reported no remaining Prosperity Bancshares position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 5,500 Prosperity Bancshares shares in Q2 2018, an estimated $399K.
  • FDx Advisors first reported a position in Prosperity Bancshares in Q2 2013 and held it in 20 quarters.
  • FDx Advisors's Prosperity Bancshares position peaked at $884K in Q4 2013.
  • 255 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.