Proficio Capital Partners’s Prosperity Bancshares PB Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-263	Closed	-$17K	–	1120
2019 Q2	$17K	Hold	263	–	–	0.01%	750
2019 Q1	$18K	Hold	263	–	–	0.01%	697
2018 Q4	$16K	Hold	263	–	–	0.01%	603
2018 Q3	$18K	Hold	263	–	–	0.01%	632
2018 Q2	$18K	Hold	263	–	–	0.01%	640
2018 Q1	$19K	Hold	263	–	–	0.01%	611
2017 Q4	$18K	Hold	263	–	–	0.01%	621
2017 Q3	$17K	Buy	+263	New	+$16.5K	0.01%	640

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

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

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

CIP

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

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

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

Proficio Capital Partners's PB Position: Q3 2019 in Review

Proficio Capital Partners sold out of Prosperity Bancshares (PB) in Q3 2019, closing a stake of 263 shares — an estimated $17K sold.

Proficio Capital Partners first reported a position in PB in Q3 2017 and held it in 8 quarters. The position peaked at $19K in Q1 2018. 271 funds tracked by Wall St. Rank hold PB as of Q3 2019.

Proficio Capital Partners reported no remaining Prosperity Bancshares position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 263 Prosperity Bancshares shares in Q3 2019, an estimated $17K.
Proficio Capital Partners first reported a position in Prosperity Bancshares in Q3 2017 and held it in 8 quarters.
Proficio Capital Partners's Prosperity Bancshares position peaked at $19K in Q1 2018.
271 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.