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WealthPLAN Partners’s Prosperity Bancshares PB Stock Holding History

WealthPLAN 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
2016
Q3 		– Sell
-429
Closed -$22 – 1044
2016
Q2 		$22 Buy
+429
New +$21.6K ﹤0.01% 2478

Other funds holding PB

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $860B AUM 41.15% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's PB Position: Q3 2016 in Review

WealthPLAN Partners sold out of Prosperity Bancshares (PB) in Q3 2016, closing a stake of 429 shares — an estimated $22 sold.

WealthPLAN Partners first reported a position in PB in Q2 2016 and held it in 1 quarter. The position peaked at $22 in Q2 2016. 229 funds tracked by Wall St. Rank hold PB as of Q3 2016.

  • WealthPLAN Partners reported no remaining Prosperity Bancshares position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 429 Prosperity Bancshares shares in Q3 2016, an estimated $22.
  • WealthPLAN Partners first reported a position in Prosperity Bancshares in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Prosperity Bancshares position peaked at $22 in Q2 2016.
  • 229 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.