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United Capital Financial Advisors’s Prosperity Bancshares PB Stock Holding History

United Capital Financial 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
2020
Q2 		– Sell
-296,866
Closed -$14.3M – 1238
2020
Q1 		$14.3M Buy
296,866
+21,532
+8% +$1.4M 0.12% 191
2019
Q4 		$19.8M Buy
275,334
+19,017
+7% +$1.34M 0.13% 197
2019
Q3 		$18.1M Buy
256,317
+17,234
+7% +$1.16M 0.13% 195
2019
Q2 		$15.8M Buy
239,083
+19,022
+9% +$1.32M 0.1% 216
2019
Q1 		$15.2M Buy
220,061
+20,480
+10% +$1.46M 0.11% 214
2018
Q4 		$12.4M Buy
199,581
+14,032
+8% +$926K 0.1% 222
2018
Q3 		$12.9M Buy
185,549
+10,930
+6% +$787K 0.09% 247
2018
Q2 		$11.9M Buy
174,619
+5,566
+3% +$406K 0.09% 266
2018
Q1 		$12.3M Sell
169,053
-15,779
-9% -$1.18M 0.09% 246
2017
Q4 		$13M Sell
184,832
-2,437
-1% -$163K 0.1% 246
2017
Q3 		$12.3M Buy
+187,269
New +$11.7M 0.1% 239

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

United Capital Financial Advisors's PB Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Prosperity Bancshares (PB) in Q2 2020, closing a stake of 296,866 shares — an estimated $14.3M sold.

United Capital Financial Advisors first reported a position in PB in Q3 2017 and held it in 11 quarters. The position peaked at $19.8M in Q4 2019. 306 funds tracked by Wall St. Rank hold PB as of Q2 2020.

  • United Capital Financial Advisors reported no remaining Prosperity Bancshares position as of Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 296,866 Prosperity Bancshares shares in Q2 2020, an estimated $14.3M.
  • United Capital Financial Advisors first reported a position in Prosperity Bancshares in Q3 2017 and held it in 11 quarters.
  • United Capital Financial Advisors's Prosperity Bancshares position peaked at $19.8M in Q4 2019.
  • 306 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.