FIM
VBTX

Foresters Investment Management’s Veritex Holdings VBTX Stock Holding History

Foresters Investment Management’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
2019
Q3 		$7.11M Sell
292,800
-49,300
-14% -$1.21M 0.14% 219
2019
Q2 		$8.88M Sell
342,100
-18,100
-5% -$469K 0.16% 209
2019
Q1 		$8.72M Buy
+360,200
New +$9.12M 0.15% 217

Other funds holding VBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Foresters Investment Management's VBTX Position: Q3 2019 in Review

Foresters Investment Management reduced its Veritex Holdings (VBTX) stake by 14% in Q3 2019, selling an estimated $1.21M and leaving 292,800 shares worth $7.11M. The position accounts for 0.14% of the portfolio, ranked #219.

Foresters Investment Management first reported a position in VBTX in Q1 2019 and has held it in 3 quarters since. The position peaked at $8.88M in Q2 2019. 159 funds tracked by Wall St. Rank hold VBTX as of Q3 2019.

  • Foresters Investment Management held 292,800 shares of Veritex Holdings worth $7.11M as of Q3 2019.
  • Foresters Investment Management sold 49,300 Veritex Holdings shares in Q3 2019, an estimated $1.21M.
  • Veritex Holdings made up 0.14% of Foresters Investment Management's portfolio in Q3 2019, its #219 holding.
  • Foresters Investment Management first reported a position in Veritex Holdings in Q1 2019 and has held it in 3 quarters since.
  • Foresters Investment Management's Veritex Holdings position peaked at $8.88M in Q2 2019.
  • 159 funds tracked by Wall St. Rank held Veritex Holdings as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.