Oak Ridge Investments’s Prosperity Bancshares PB Stock Holding History

Oak Ridge Investments’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
2015 Q1	–	Sell	-151,889	Closed	-$8.41M	–	157
2014 Q4	$8.41M	Buy	151,889 +2,009	+1%	+$114K	0.2%	105
2014 Q3	$8.57M	Sell	149,880 -1,284	-0.8%	-$76.9K	0.22%	102
2014 Q2	$9.46M	Buy	151,164 +666	+0.4%	+$40.3K	0.23%	102
2014 Q1	$9.96M	Buy	150,498 +562	+0.4%	+$35.6K	0.25%	98
2013 Q4	$9.5M	Buy	149,936 +556	+0.4%	+$35.1K	0.25%	96
2013 Q3	$9.24M	Sell	149,380 -1,113	-0.7%	-$66.1K	0.26%	92
2013 Q2	$7.79M	Buy	+150,493	New	+$7.23M	0.24%	96

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Oak Ridge Investments's PB Position: Q1 2015 in Review

Oak Ridge Investments sold out of Prosperity Bancshares (PB) in Q1 2015, closing a stake of 151,889 shares — an estimated $8.41M sold.

Oak Ridge Investments first reported a position in PB in Q2 2013 and held it in 7 quarters. The position peaked at $9.96M in Q1 2014. 226 funds tracked by Wall St. Rank hold PB as of Q1 2015.

Oak Ridge Investments reported no remaining Prosperity Bancshares position as of Q1 2015 after selling out during the quarter.
Oak Ridge Investments sold 151,889 Prosperity Bancshares shares in Q1 2015, an estimated $8.41M.
Oak Ridge Investments first reported a position in Prosperity Bancshares in Q2 2013 and held it in 7 quarters.
Oak Ridge Investments's Prosperity Bancshares position peaked at $9.96M in Q1 2014.
226 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2015.

Based on Oak Ridge Investments's 13F filing for Q1 2015, filed 12 May 2015.