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 $605M AUM 26% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $275M AUM 24.07% 1-Year Est. Return

Heritage Wealth Advisors's XBKS Position: Q3 2016 in Review

Heritage Wealth Advisors sold out of XENITH BANKSHARES INC , COMMON STOCK (XBKS) in Q3 2016, closing a stake of 65,135 shares — an estimated $519K sold.

Heritage Wealth Advisors first reported a position in XBKS in Q4 2013 and held it in 11 quarters. The position peaked at $519K in Q2 2016. 4 funds tracked by Wall St. Rank hold XBKS as of Q3 2016.

  • Heritage Wealth Advisors reported no remaining XENITH BANKSHARES INC , COMMON STOCK position as of Q3 2016 after selling out during the quarter.
  • Heritage Wealth Advisors sold 65,135 XENITH BANKSHARES INC , COMMON STOCK shares in Q3 2016, an estimated $519K.
  • Heritage Wealth Advisors first reported a position in XENITH BANKSHARES INC , COMMON STOCK in Q4 2013 and held it in 11 quarters.
  • Heritage Wealth Advisors's XENITH BANKSHARES INC , COMMON STOCK position peaked at $519K in Q2 2016.
  • 4 funds tracked by Wall St. Rank held XENITH BANKSHARES INC , COMMON STOCK as of Q3 2016.

Based on Heritage Wealth Advisors's 13F filing for Q3 2016, filed 28 Oct 2016.