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Gupta Wealth Management’s Prosperity Bancshares PB Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-139
Closed -$7K – 1248
2015
Q4 		$7K Buy
+139
New +$7.14K ﹤0.01% 964

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Gupta Wealth Management's PB Position: Q1 2016 in Review

Gupta Wealth Management sold out of Prosperity Bancshares (PB) in Q1 2016, closing a stake of 139 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in PB in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 220 funds tracked by Wall St. Rank hold PB as of Q1 2016.

  • Gupta Wealth Management reported no remaining Prosperity Bancshares position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 139 Prosperity Bancshares shares in Q1 2016, an estimated $7K.
  • Gupta Wealth Management first reported a position in Prosperity Bancshares in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Prosperity Bancshares position peaked at $7K in Q4 2015.
  • 220 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.