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Integrated Wealth Management (Palm Desert)’s Prosperity Bancshares PB Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-9
Closed – – 1288
2015
Q4 		$0 Hold
9
– – ﹤0.01% 1363
2015
Q3 		$0 Hold
9
– – ﹤0.01% 1362
2015
Q2 		$1K Hold
9
– – ﹤0.01% 1262
2015
Q1 		$0 Buy
+9
New +$457 ﹤0.01% 1338

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 $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PB Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Prosperity Bancshares (PB) in Q1 2016, closing a stake of 9 shares.

Integrated Wealth Management (Palm Desert) first reported a position in PB in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q2 2015. 220 funds tracked by Wall St. Rank hold PB as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Prosperity Bancshares position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 9 Prosperity Bancshares shares in Q1 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Prosperity Bancshares in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Prosperity Bancshares position peaked at $1K in Q2 2015.
  • 220 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.