HWA
XBKS

Heritage Wealth Advisors’s XENITH BANKSHARES INC , COMMON STOCK XBKS Stock Holding History

Heritage Wealth Advisors’s Portfolio XBKS Stock Details XBKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-65,135
Closed -$519K – 100
2016
Q2 		$519K Hold
65,135
– – 0.35% 40
2016
Q1 		$492K Hold
65,135
– – 0.39% 36
2015
Q4 		$487K Hold
65,135
– – 0.41% 36
2015
Q3 		$415K Hold
65,135
– – 0.36% 40
2015
Q2 		$391K Hold
65,135
– – 0.32% 57
2015
Q1 		$396K Buy
65,135
+1,000
+2% +$6.35K 0.33% 56
2014
Q4 		$410K Buy
64,135
+1,000
+2% +$6.42K 0.37% 56
2014
Q3 		$400K Buy
63,135
+5,000
+9% +$32.3K 0.42% 47
2014
Q2 		$368K Hold
58,135
– – 0.39% 47
2014
Q1 		$347K Sell
58,135
-10,000
-15% -$60.1K 0.4% 45
2013
Q4 		$401K Buy
+68,135
New +$398K 0.51% 42

Other funds holding XBKS

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $61.6M AUM 9.79% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $64.2M AUM 10.64% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $265M AUM 16.97% 1-Year Est. Return