WFG Advisors’s Prosperity Bancshares PB Stock Holding History

WFG 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
2015 Q2	–	Sell	-550	Closed	-$29K	–	1764
2015 Q1	$29K	Hold	550	–	–	0.01%	889
2014 Q4	$30K	Hold	550	–	–	0.01%	1084
2014 Q3	$31K	Hold	550	–	–	0.01%	1105
2014 Q2	$34K	Hold	550	–	–	0.01%	1061
2014 Q1	$36K	Buy	+550	New	+$34.8K	0.01%	1031
2013 Q3	–	Sell	-130	Closed	-$7K	–	2226
2013 Q2	$7K	Buy	+130	New	+$6.25K	﹤0.01%	1573

Other funds holding PB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

WFG Advisors's PB Position: Q2 2015 in Review

WFG Advisors sold out of Prosperity Bancshares (PB) in Q2 2015, closing a stake of 550 shares — an estimated $29K sold.

WFG Advisors first reported a position in PB in Q2 2013 and held it in 6 quarters. The position peaked at $36K in Q1 2014. 222 funds tracked by Wall St. Rank hold PB as of Q2 2015.

WFG Advisors reported no remaining Prosperity Bancshares position as of Q2 2015 after selling out during the quarter.
WFG Advisors sold 550 Prosperity Bancshares shares in Q2 2015, an estimated $29K.
WFG Advisors first reported a position in Prosperity Bancshares in Q2 2013 and held it in 6 quarters.
WFG Advisors's Prosperity Bancshares position peaked at $36K in Q1 2014.
222 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.