Wellington Management Group
FVCB icon

Wellington Management Group’s FVCBankcorp FVCB Stock Holding History

Wellington Management Group’s Portfolio FVCB Stock Details FVCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-184,505
Closed -$2.59M – 2046
2019
Q3 		$2.59M Sell
184,505
-75,571
-29% -$1.08M ﹤0.01% 1515
2019
Q2 		$4.04M Sell
260,076
-73,875
-22% -$1.03M ﹤0.01% 1423
2019
Q1 		$4.52M Hold
333,951
– – ﹤0.01% 1402
2018
Q4 		$4.71M Buy
333,951
+35,201
+12% +$530K ﹤0.01% 1401
2018
Q3 		$4.73M Buy
+298,750
New +$4.77M ﹤0.01% 1492

Other funds holding FVCB

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
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group's FVCB Position: Q4 2019 in Review

Wellington Management Group sold out of FVCBankcorp (FVCB) in Q4 2019, closing a stake of 184,505 shares — an estimated $2.59M sold.

Wellington Management Group first reported a position in FVCB in Q3 2018 and held it in 5 quarters. The position peaked at $4.73M in Q3 2018. 46 funds tracked by Wall St. Rank hold FVCB as of Q4 2019.

  • Wellington Management Group reported no remaining FVCBankcorp position as of Q4 2019 after selling out during the quarter.
  • Wellington Management Group sold 184,505 FVCBankcorp shares in Q4 2019, an estimated $2.59M.
  • Wellington Management Group first reported a position in FVCBankcorp in Q3 2018 and held it in 5 quarters.
  • Wellington Management Group's FVCBankcorp position peaked at $4.73M in Q3 2018.
  • 46 funds tracked by Wall St. Rank held FVCBankcorp as of Q4 2019.

Based on Wellington Management Group's 13F filing for Q4 2019, filed 11 Feb 2020.