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Prospera Financial Services’s First Bancorp FBP Stock Holding History

Prospera Financial Services’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-17,444
Closed -$200K – 519
2019
Q1 		$200K Buy
17,444
+6,753
+63% +$71.2K 0.07% 302
2018
Q4 		$93K Sell
10,691
-958
-8% -$8.56K 0.02% 382
2018
Q3 		$105K Sell
11,649
-6,629
-36% -$56.1K 0.02% 406
2018
Q2 		$145K Buy
+18,278
New +$135K 0.02% 437

Other funds holding FBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prospera Financial Services's FBP Position: Q2 2019 in Review

Prospera Financial Services sold out of First Bancorp (FBP) in Q2 2019, closing a stake of 17,444 shares — an estimated $200K sold.

Prospera Financial Services first reported a position in FBP in Q2 2018 and held it in 4 quarters. The position peaked at $200K in Q1 2019. 220 funds tracked by Wall St. Rank hold FBP as of Q2 2019.

  • Prospera Financial Services reported no remaining First Bancorp position as of Q2 2019 after selling out during the quarter.
  • Prospera Financial Services sold 17,444 First Bancorp shares in Q2 2019, an estimated $200K.
  • Prospera Financial Services first reported a position in First Bancorp in Q2 2018 and held it in 4 quarters.
  • Prospera Financial Services's First Bancorp position peaked at $200K in Q1 2019.
  • 220 funds tracked by Wall St. Rank held First Bancorp as of Q2 2019.

Based on Prospera Financial Services's 13F filing for Q2 2019, filed 14 Aug 2019.