Advisor Group’s Preferred Bank PFBC Stock Holding History

Advisor Group’s Portfolio PFBC Stock Details PFBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$32K	Buy	545 +45	+9%	+$2.47K	﹤0.01%	3698
2019 Q3	$26K	Buy	+500	New	+$25.5K	﹤0.01%	3798
2019 Q1	–	Sell	-75	Closed	-$3K	–	5293
2018 Q4	$3K	Buy	+75	New	+$3.83K	﹤0.01%	4726
2018 Q2	–	Sell	-315	Closed	-$20K	–	5010
2018 Q1	$20K	Buy	+315	New	+$20.1K	﹤0.01%	3683
2017 Q3	–	Sell	-85	Closed	-$5K	–	4921
2017 Q2	$5K	Buy	85 +63	+286%	+$3.25K	﹤0.01%	4244
2017 Q1	$1K	Sell	22 -87	-80%	-$4.72K	﹤0.01%	4559
2016 Q4	$6K	Buy	109 +12	+12%	+$508	﹤0.01%	3851
2016 Q3	$3K	Buy	97 +75	+341%	+$2.52K	﹤0.01%	4080
2016 Q2	$0	Buy	+22	New	+$685	﹤0.01%	4470

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Advisor Group's PFBC Position: Q4 2019 in Review

Advisor Group increased its Preferred Bank (PFBC) stake by 9% in Q4 2019, buying an estimated $2.47K and bringing the position to 545 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #3698.

Advisor Group first reported a position in PFBC in Q2 2016 and has held it in 9 quarters since. 134 funds tracked by Wall St. Rank hold PFBC as of Q4 2019.

Advisor Group held 545 shares of Preferred Bank worth $32K as of Q4 2019.
Advisor Group bought 45 Preferred Bank shares in Q4 2019, an estimated $2.47K.
Preferred Bank made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3698 holding.
Advisor Group first reported a position in Preferred Bank in Q2 2016 and has held it in 9 quarters since.
134 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.