Jacobus Wealth Management’s Prosperity Bancshares PB Stock Holding History

Jacobus Wealth Management’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
2017 Q3	$690K	Hold	10,500	–	–	0.18%	86
2017 Q2	$675K	Hold	10,500	–	–	0.18%	88
2017 Q1	$732K	Hold	10,500	–	–	0.21%	79
2016 Q4	$754K	Hold	10,500	–	–	0.22%	79
2016 Q3	$576K	Hold	10,500	–	–	0.17%	94
2016 Q2	$535K	Hold	10,500	–	–	0.16%	92
2016 Q1	$487K	Hold	10,500	–	–	0.14%	119
2015 Q4	$503K	Hold	10,500	–	–	0.14%	123
2015 Q3	$516K	Hold	10,500	–	–	0.15%	113
2015 Q2	$606K	Hold	10,500	–	–	0.15%	115
2015 Q1	$551K	Hold	10,500	–	–	0.14%	115
2014 Q4	$581K	Hold	10,500	–	–	0.15%	109
2014 Q3	$600K	Hold	10,500	–	–	0.17%	115
2014 Q2	$657K	Hold	10,500	–	–	0.17%	111
2014 Q1	$695K	Hold	10,500	–	–	0.17%	105
2013 Q4	$666K	Hold	10,500	–	–	0.19%	99
2013 Q3	$649K	Hold	10,500	–	–	0.23%	81
2013 Q2	$544K	Buy	+10,500	New	+$504K	0.2%	91

Other funds holding PB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CIP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Jacobus Wealth Management's PB Position: Q3 2017 in Review

Jacobus Wealth Management held its Prosperity Bancshares (PB) position steady in Q3 2017 at 10,500 shares worth $690K. The position accounts for 0.18% of the portfolio, ranked #86.

Jacobus Wealth Management first reported a position in PB in Q2 2013 and has held it in 18 quarters since. The position peaked at $754K in Q4 2016. 235 funds tracked by Wall St. Rank hold PB as of Q3 2017.

Jacobus Wealth Management held 10,500 shares of Prosperity Bancshares worth $690K as of Q3 2017.
Jacobus Wealth Management left its Prosperity Bancshares share count unchanged in Q3 2017.
Prosperity Bancshares made up 0.18% of Jacobus Wealth Management's portfolio in Q3 2017, its #86 holding.
Jacobus Wealth Management first reported a position in Prosperity Bancshares in Q2 2013 and has held it in 18 quarters since.
Jacobus Wealth Management's Prosperity Bancshares position peaked at $754K in Q4 2016.
235 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.