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Rational Advisors’s Prosperity Bancshares PB Stock Holding History

Rational Advisors’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
2013
Q4 		$2.52M Hold
39,740
– – 0.22% 156
2013
Q3 		$2.46M Hold
39,740
– – 0.19% 165
2013
Q2 		$2.06M Buy
+39,740
New +$1.91M 0.17% 196

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rational Advisors's PB Position: Q4 2013 in Review

Rational Advisors held its Prosperity Bancshares (PB) position steady in Q4 2013 at 39,740 shares worth $2.52M. The position accounts for 0.22% of the portfolio, ranked #156.

Rational Advisors first reported a position in PB in Q2 2013 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold PB as of Q4 2013.

  • Rational Advisors held 39,740 shares of Prosperity Bancshares worth $2.52M as of Q4 2013.
  • Rational Advisors left its Prosperity Bancshares share count unchanged in Q4 2013.
  • Prosperity Bancshares made up 0.22% of Rational Advisors's portfolio in Q4 2013, its #156 holding.
  • Rational Advisors first reported a position in Prosperity Bancshares in Q2 2013 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.