Private Vista’s Prosperity Bancshares PB Stock Holding History

Private Vista’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
2018 Q2	–	Sell	-2,879	Closed	-$209K	–	159
2018 Q1	$209K	Buy	+2,879	New	+$216K	0.06%	130

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Private Vista's PB Position: Q2 2018 in Review

Private Vista sold out of Prosperity Bancshares (PB) in Q2 2018, closing a stake of 2,879 shares — an estimated $209K sold.

Private Vista first reported a position in PB in Q1 2018 and held it in 1 quarter. The position peaked at $209K in Q1 2018. 255 funds tracked by Wall St. Rank hold PB as of Q2 2018.

Private Vista reported no remaining Prosperity Bancshares position as of Q2 2018 after selling out during the quarter.
Private Vista sold 2,879 Prosperity Bancshares shares in Q2 2018, an estimated $209K.
Private Vista first reported a position in Prosperity Bancshares in Q1 2018 and held it in 1 quarter.
Private Vista's Prosperity Bancshares position peaked at $209K in Q1 2018.
255 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2018.

Based on Private Vista's 13F filing for Q2 2018, filed 14 Aug 2018.