Kanaly Trust’s Veritex Holdings VBTX Stock Holding History

Kanaly Trust’s Portfolio VBTX Stock Details VBTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$67K	Hold	2,500	–	–	0.01%	258
2016 Q3	$43K	Hold	2,500	–	–	0.01%	290
2016 Q2	$40K	Hold	2,500	–	–	0.01%	316
2016 Q1	$36K	Hold	2,500	–	–	0.01%	332
2015 Q4	$41K	Hold	2,500	–	–	0.01%	305
2015 Q3	$39K	Hold	2,500	–	–	0.01%	321
2015 Q2	$37K	Hold	2,500	–	–	0.01%	357
2015 Q1	$35K	Buy	+2,500	New	+$34.7K	0.01%	320

Other funds holding VBTX

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

FHC

Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCM

Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

BFA

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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Kanaly Trust's VBTX Position: Q4 2016 in Review

Kanaly Trust held its Veritex Holdings (VBTX) position steady in Q4 2016 at 2,500 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #258.

Kanaly Trust first reported a position in VBTX in Q1 2015 and has held it in 8 quarters since. 86 funds tracked by Wall St. Rank hold VBTX as of Q4 2016.

Kanaly Trust held 2,500 shares of Veritex Holdings worth $67K as of Q4 2016.
Kanaly Trust left its Veritex Holdings share count unchanged in Q4 2016.
Veritex Holdings made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #258 holding.
Kanaly Trust first reported a position in Veritex Holdings in Q1 2015 and has held it in 8 quarters since.
86 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.