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Wright Investors Service’s Prosperity Bancshares PB Stock Holding History

Wright Investors Service’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
2018
Q2 		– Sell
-6,794
Closed -$493K – 172
2018
Q1 		$493K Sell
6,794
-237
-3% -$17.8K 0.17% 132
2017
Q4 		$493K Buy
7,031
+1,756
+33% +$117K 0.17% 143
2017
Q3 		$347K Buy
5,275
+880
+20% +$55.1K 0.13% 162
2017
Q2 		$282K Sell
4,395
-435
-9% -$28.7K 0.11% 194
2017
Q1 		$337K Sell
4,830
-900
-16% -$65.3K 0.14% 188
2016
Q4 		$411K Buy
+5,730
New +$358K 0.18% 165

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wright Investors Service's PB Position: Q2 2018 in Review

Wright Investors Service sold out of Prosperity Bancshares (PB) in Q2 2018, closing a stake of 6,794 shares — an estimated $493K sold.

Wright Investors Service first reported a position in PB in Q4 2016 and held it in 6 quarters. The position peaked at $493K in Q1 2018. 255 funds tracked by Wall St. Rank hold PB as of Q2 2018.

  • Wright Investors Service reported no remaining Prosperity Bancshares position as of Q2 2018 after selling out during the quarter.
  • Wright Investors Service sold 6,794 Prosperity Bancshares shares in Q2 2018, an estimated $493K.
  • Wright Investors Service first reported a position in Prosperity Bancshares in Q4 2016 and held it in 6 quarters.
  • Wright Investors Service's Prosperity Bancshares position peaked at $493K in Q1 2018.
  • 255 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2018.

Based on Wright Investors Service's 13F filing for Q2 2018, filed 2 Aug 2018.