FFW
PB icon

Fusion Family Wealth’s Prosperity Bancshares PB Stock Holding History

Fusion Family Wealth’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
2017
Q1 		– Sell
-75
Closed -$5K – 392
2016
Q4 		$5K Buy
+75
New +$4.69K ﹤0.01% 311

Other funds holding PB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fusion Family Wealth's PB Position: Q1 2017 in Review

Fusion Family Wealth sold out of Prosperity Bancshares (PB) in Q1 2017, closing a stake of 75 shares — an estimated $5K sold.

Fusion Family Wealth first reported a position in PB in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 251 funds tracked by Wall St. Rank hold PB as of Q1 2017.

  • Fusion Family Wealth reported no remaining Prosperity Bancshares position as of Q1 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 75 Prosperity Bancshares shares in Q1 2017, an estimated $5K.
  • Fusion Family Wealth first reported a position in Prosperity Bancshares in Q4 2016 and held it in 1 quarter.
  • Fusion Family Wealth's Prosperity Bancshares position peaked at $5K in Q4 2016.
  • 251 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.