WFG
XBKS

Wills Financial Group’s XENITH BANKSHARES INC , COMMON STOCK XBKS Stock Holding History

Wills Financial Group’s Portfolio XBKS Stock Details XBKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-66,660
Closed -$153K – 72
2016
Q3 		$153K Buy
66,660
+46,960
+238% +$387K 0.13% 69
2016
Q2 		$157K Hold
19,700
– – 0.13% 72
2016
Q1 		$148K Hold
19,700
– – 0.13% 73
2015
Q4 		$147K Hold
19,700
– – 0.13% 76
2015
Q3 		$125K Hold
19,700
– – 0.12% 72
2015
Q2 		$118K Sell
19,700
-2,700
-12% -$16.3K 0.1% 77
2015
Q1 		$136K Sell
22,400
-4,350
-16% -$27.6K 0.11% 75
2014
Q4 		$171K Hold
26,750
– – 0.14% 75
2014
Q3 		$169K Sell
26,750
-500
-2% -$3.23K 0.14% 75
2014
Q2 		$172K Hold
27,250
– – 0.14% 78
2014
Q1 		$162K Hold
27,250
– – 0.15% 70
2013
Q4 		$160K Buy
+27,250
New +$159K 0.16% 68

Other funds holding XBKS

BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Wills Financial Group's XBKS Position: Q4 2016 in Review

Wills Financial Group sold out of XENITH BANKSHARES INC , COMMON STOCK (XBKS) in Q4 2016, closing a stake of 66,660 shares — an estimated $153K sold.

Wills Financial Group first reported a position in XBKS in Q4 2013 and held it in 12 quarters. The position peaked at $172K in Q2 2014. 2 funds tracked by Wall St. Rank hold XBKS as of Q4 2016.

  • Wills Financial Group reported no remaining XENITH BANKSHARES INC , COMMON STOCK position as of Q4 2016 after selling out during the quarter.
  • Wills Financial Group sold 66,660 XENITH BANKSHARES INC , COMMON STOCK shares in Q4 2016, an estimated $153K.
  • Wills Financial Group first reported a position in XENITH BANKSHARES INC , COMMON STOCK in Q4 2013 and held it in 12 quarters.
  • Wills Financial Group's XENITH BANKSHARES INC , COMMON STOCK position peaked at $172K in Q2 2014.
  • 2 funds tracked by Wall St. Rank held XENITH BANKSHARES INC , COMMON STOCK as of Q4 2016.

Based on Wills Financial Group's 13F filing for Q4 2016, filed 17 Feb 2017.