Heritage Wealth Advisors’s Xenith Bankshares, Inc. Common Stock XBKS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-78,594
Closed -$2.66M 117
2017
Q4
$2.66M Buy
78,594
+36,306
+86% +$1.2M 1.14% 15
2017
Q3
$1.37M Hold
42,288
0.69% 35
2017
Q2
$1.31M Hold
42,288
0.68% 35
2017
Q1
$1.07M Buy
42,288
+13,937
+49% +$372K 0.58% 37
2016
Q4
$799K Hold
28,351
0.52% 35
2016
Q3
$655K Buy
+28,351
New +$589K 0.45% 36

Heritage Wealth Advisors's XBKS Position: Q1 2018 in Review

Heritage Wealth Advisors sold out of Xenith Bankshares, Inc. Common Stock (XBKS) in Q1 2018, closing a stake of 78,594 shares — an estimated $2.66M sold.

Heritage Wealth Advisors first reported a position in XBKS in Q3 2016 and held it in 6 quarters. The position peaked at $2.66M in Q4 2017. 0 funds tracked by Wall St. Rank hold XBKS as of Q1 2018.

  • Heritage Wealth Advisors reported no remaining Xenith Bankshares, Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
  • Heritage Wealth Advisors sold 78,594 Xenith Bankshares, Inc. Common Stock shares in Q1 2018, an estimated $2.66M.
  • Heritage Wealth Advisors first reported a position in Xenith Bankshares, Inc. Common Stock in Q3 2016 and held it in 6 quarters.
  • Heritage Wealth Advisors's Xenith Bankshares, Inc. Common Stock position peaked at $2.66M in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Xenith Bankshares, Inc. Common Stock as of Q1 2018.

Based on Heritage Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.