RGT Wealth Advisors’s Veritex Holdings VBTX Stock Holding History

RGT Wealth Advisors’s Portfolio VBTX Stock Details VBTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-28,305	Closed	-$686K	–	35
2019 Q1	$686K	Hold	28,305	–	–	3.95%	9
2018 Q4	$605K	Buy	28,305 +1,000	+4%	+$24.4K	3.6%	9
2018 Q3	$772K	Hold	27,305	–	–	2.61%	10
2018 Q2	$848K	Sell	27,305 -472,381	-95%	-$14.1M	2.72%	8
2018 Q1	$13.8M	Buy	499,686 +79,474	+19%	+$2.25M	6.65%	4
2017 Q4	$11.6M	Sell	420,212 -610	-0.1%	-$16.5K	6.21%	4
2017 Q3	$11.3M	Sell	420,822 -23,488	-5%	-$617K	7.55%	3
2017 Q2	$11.7M	Buy	444,310 +119,373	+37%	+$3.2M	8%	3
2017 Q1	$9.14M	Buy	324,937 +66,818	+26%	+$1.85M	6.2%	3
2016 Q4	$6.89M	Sell	258,119 -1,606	-0.6%	-$33K	3.88%	7
2016 Q3	$4.52M	Buy	+259,725	New	+$4.41M	2.79%	10

Other funds holding VBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

PBRA

Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

RGT Wealth Advisors's VBTX Position: Q2 2019 in Review

RGT Wealth Advisors sold out of Veritex Holdings (VBTX) in Q2 2019, closing a stake of 28,305 shares — an estimated $686K sold.

RGT Wealth Advisors first reported a position in VBTX in Q3 2016 and held it in 11 quarters. The position peaked at $13.8M in Q1 2018. 180 funds tracked by Wall St. Rank hold VBTX as of Q2 2019.

RGT Wealth Advisors reported no remaining Veritex Holdings position as of Q2 2019 after selling out during the quarter.
RGT Wealth Advisors sold 28,305 Veritex Holdings shares in Q2 2019, an estimated $686K.
RGT Wealth Advisors first reported a position in Veritex Holdings in Q3 2016 and held it in 11 quarters.
RGT Wealth Advisors's Veritex Holdings position peaked at $13.8M in Q1 2018.
180 funds tracked by Wall St. Rank held Veritex Holdings as of Q2 2019.

Based on RGT Wealth Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.