Independent Portfolio Consultants’s Prosperity Bancshares PB Stock Holding History

Independent Portfolio Consultants’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
2014 Q4	–	Sell	-7,130	Closed	-$404K	–	854
2014 Q3	$408K	Sell	7,130 -800	-10%	-$47.9K	0.11%	292
2014 Q2	$496K	Buy	7,930 +235	+3%	+$14.2K	0.14%	236
2014 Q1	$509K	Sell	7,695 -2,475	-24%	-$157K	0.16%	220
2013 Q4	$645K	Buy	10,170 +230	+2%	+$14.5K	0.23%	148
2013 Q3	$615K	Sell	9,940 -260	-3%	-$15.4K	0.25%	141
2013 Q2	$528K	Buy	+10,200	New	+$490K	0.24%	165

Other funds holding PB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Independent Portfolio Consultants's PB Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of Prosperity Bancshares (PB) in Q4 2014, closing a stake of 7,130 shares — an estimated $404K sold.

Independent Portfolio Consultants first reported a position in PB in Q2 2013 and held it in 6 quarters. The position peaked at $645K in Q4 2013. 241 funds tracked by Wall St. Rank hold PB as of Q4 2014.

Independent Portfolio Consultants reported no remaining Prosperity Bancshares position as of Q4 2014 after selling out during the quarter.
Independent Portfolio Consultants sold 7,130 Prosperity Bancshares shares in Q4 2014, an estimated $404K.
Independent Portfolio Consultants first reported a position in Prosperity Bancshares in Q2 2013 and held it in 6 quarters.
Independent Portfolio Consultants's Prosperity Bancshares position peaked at $645K in Q4 2013.
241 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.