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MSI Financial Services’s Prosperity Bancshares PB Stock Holding History

MSI Financial Services’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
Q4 		$7K Buy
94
+1
+1% +$63 ﹤0.01% 2999
2016
Q3 		$5K Hold
93
– – ﹤0.01% 3145
2016
Q2 		$5K Buy
93
+1
+1% +$50 ﹤0.01% 3158
2016
Q1 		$4K Buy
92
+81
+736% +$3.42K ﹤0.01% 3276
2015
Q4 		$1K Buy
+11
New +$565 ﹤0.01% 3658

Other funds holding PB

Vanguard Group
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

MSI Financial Services's PB Position: Q4 2016 in Review

MSI Financial Services increased its Prosperity Bancshares (PB) stake by 1.1% in Q4 2016, buying an estimated $63 and bringing the position to 94 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

MSI Financial Services first reported a position in PB in Q4 2015 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold PB as of Q4 2016.

  • MSI Financial Services held 94 shares of Prosperity Bancshares worth $7K as of Q4 2016.
  • MSI Financial Services bought 1 Prosperity Bancshares share in Q4 2016, an estimated $63.
  • Prosperity Bancshares made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2999 holding.
  • MSI Financial Services first reported a position in Prosperity Bancshares in Q4 2015 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.