WA
VBTX

WFG Advisors’s Veritex Holdings VBTX Stock Holding History

WFG 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
2016
Q4 		– Sell
-57
Closed -$1K – 1735
2016
Q3 		$1K Hold
57
– – ﹤0.01% 1509
2016
Q2 		$1K Hold
57
– – ﹤0.01% 1501
2016
Q1 		$1K Hold
57
– – ﹤0.01% 1462
2015
Q4 		$1K Buy
+57
New +$944 ﹤0.01% 1499

Other funds holding VBTX

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

WFG Advisors's VBTX Position: Q4 2016 in Review

WFG Advisors sold out of Veritex Holdings (VBTX) in Q4 2016, closing a stake of 57 shares — an estimated $1K sold.

WFG Advisors first reported a position in VBTX in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q3 2016. 86 funds tracked by Wall St. Rank hold VBTX as of Q4 2016.

  • WFG Advisors reported no remaining Veritex Holdings position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 57 Veritex Holdings shares in Q4 2016, an estimated $1K.
  • WFG Advisors first reported a position in Veritex Holdings in Q4 2015 and held it in 4 quarters.
  • WFG Advisors's Veritex Holdings position peaked at $1K in Q3 2016.
  • 86 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.