ZIM
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Zacks Investment Management’s West Bancorporation WTBA Stock Holding History

Zacks Investment Management’s Portfolio WTBA Stock Details WTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-32,710
Closed -$572K – 570
2020
Q2 		$572K Buy
+32,710
New +$565K 0.01% 379
2015
Q1 		– Sell
-29,286
Closed -$498K – 721
2014
Q4 		$498K Buy
29,286
+7,618
+35% +$121K 0.02% 413
2014
Q3 		$306K Hold
21,668
– – 0.01% 508
2014
Q2 		$330K Buy
21,668
+2,236
+12% +$32.8K 0.01% 549
2014
Q1 		$295K Buy
19,432
+2,239
+13% +$33.5K 0.01% 541
2013
Q4 		$272K Buy
17,193
+5,600
+48% +$81K 0.01% 571
2013
Q3 		$160K Buy
+11,593
New +$152K 0.01% 628

Other funds holding WTBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 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

Zacks Investment Management's WTBA Position: Q3 2020 in Review

Zacks Investment Management sold out of West Bancorporation (WTBA) in Q3 2020, closing a stake of 32,710 shares — an estimated $572K sold.

Zacks Investment Management first reported a position in WTBA in Q3 2013 and held it in 7 quarters. The position peaked at $572K in Q2 2020. 69 funds tracked by Wall St. Rank hold WTBA as of Q3 2020.

  • Zacks Investment Management reported no remaining West Bancorporation position as of Q3 2020 after selling out during the quarter.
  • Zacks Investment Management sold 32,710 West Bancorporation shares in Q3 2020, an estimated $572K.
  • Zacks Investment Management first reported a position in West Bancorporation in Q3 2013 and held it in 7 quarters.
  • Zacks Investment Management's West Bancorporation position peaked at $572K in Q2 2020.
  • 69 funds tracked by Wall St. Rank held West Bancorporation as of Q3 2020.

Based on Zacks Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.