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Financial Sense Advisors’s Prosperity Bancshares PB Stock Holding History

Financial Sense 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
2014
Q4 		– Sell
-4,667
Closed -$267K – 136
2014
Q3 		$267K Buy
4,667
+14
+0.3% +$838 0.11% 108
2014
Q2 		$291K Sell
4,653
-2,972
-39% -$180K 0.11% 109
2014
Q1 		$504K Buy
+7,625
New +$483K 0.22% 83

Other funds holding PB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Financial Sense Advisors's PB Position: Q4 2014 in Review

Financial Sense Advisors sold out of Prosperity Bancshares (PB) in Q4 2014, closing a stake of 4,667 shares — an estimated $267K sold.

Financial Sense Advisors first reported a position in PB in Q1 2014 and held it in 3 quarters. The position peaked at $504K in Q1 2014. 241 funds tracked by Wall St. Rank hold PB as of Q4 2014.

  • Financial Sense Advisors reported no remaining Prosperity Bancshares position as of Q4 2014 after selling out during the quarter.
  • Financial Sense Advisors sold 4,667 Prosperity Bancshares shares in Q4 2014, an estimated $267K.
  • Financial Sense Advisors first reported a position in Prosperity Bancshares in Q1 2014 and held it in 3 quarters.
  • Financial Sense Advisors's Prosperity Bancshares position peaked at $504K in Q1 2014.
  • 241 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2014.

Based on Financial Sense Advisors's 13F filing for Q4 2014, filed 4 Feb 2015.