Affinity Investment Advisors’s Preferred Bank PFBC Stock Holding History

Affinity Investment Advisors’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
2020 Q1	–	Sell	-8,039	Closed	-$483K	–	154
2019 Q4	$483K	Hold	8,039	–	–	0.18%	96
2019 Q3	$421K	Hold	8,039	–	–	0.13%	97
2019 Q2	$380K	Buy	8,039 +518	+7%	+$24.3K	0.11%	114
2019 Q1	$338K	Buy	7,521 +1,238	+20%	+$59K	0.07%	120
2018 Q4	$272K	Sell	6,283 -1,460	-19%	-$74.5K	0.05%	120
2018 Q3	$453K	Buy	7,743 +2,148	+38%	+$135K	0.06%	113
2018 Q2	$344K	Hold	5,595	–	–	0.05%	151
2018 Q1	$359K	Buy	5,595 +1,172	+26%	+$74.7K	0.04%	136
2017 Q4	$260K	Buy	4,423 +407	+10%	+$24.7K	0.03%	152
2017 Q3	$242K	Hold	4,016	–	–	0.03%	160
2017 Q2	$215K	Hold	4,016	–	–	0.03%	162
2017 Q1	$215K	Buy	+4,016	New	+$218K	0.02%	175

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Affinity Investment Advisors's PFBC Position: Q1 2020 in Review

Affinity Investment Advisors sold out of Preferred Bank (PFBC) in Q1 2020, closing a stake of 8,039 shares — an estimated $483K sold.

Affinity Investment Advisors first reported a position in PFBC in Q1 2017 and held it in 12 quarters. The position peaked at $483K in Q4 2019. 119 funds tracked by Wall St. Rank hold PFBC as of Q1 2020.

Affinity Investment Advisors reported no remaining Preferred Bank position as of Q1 2020 after selling out during the quarter.
Affinity Investment Advisors sold 8,039 Preferred Bank shares in Q1 2020, an estimated $483K.
Affinity Investment Advisors first reported a position in Preferred Bank in Q1 2017 and held it in 12 quarters.
Affinity Investment Advisors's Preferred Bank position peaked at $483K in Q4 2019.
119 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2020.

Based on Affinity Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.