AWM
PCSB

Altium Wealth Management’s PCSB Financial Corporation PCSB Stock Holding History

Altium Wealth Management’s Portfolio PCSB Stock Details PCSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-20,000
Closed -$420K – 278
2018
Q1 		$420K Hold
20,000
– – 0.17% 99
2017
Q4 		$381K Buy
+20,000
New +$384K 0.17% 95

Other funds holding PCSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Altium Wealth Management's PCSB Position: Q2 2018 in Review

Altium Wealth Management sold out of PCSB Financial Corporation (PCSB) in Q2 2018, closing a stake of 20,000 shares — an estimated $420K sold.

Altium Wealth Management first reported a position in PCSB in Q4 2017 and held it in 2 quarters. The position peaked at $420K in Q1 2018. 67 funds tracked by Wall St. Rank hold PCSB as of Q2 2018.

  • Altium Wealth Management reported no remaining PCSB Financial Corporation position as of Q2 2018 after selling out during the quarter.
  • Altium Wealth Management sold 20,000 PCSB Financial Corporation shares in Q2 2018, an estimated $420K.
  • Altium Wealth Management first reported a position in PCSB Financial Corporation in Q4 2017 and held it in 2 quarters.
  • Altium Wealth Management's PCSB Financial Corporation position peaked at $420K in Q1 2018.
  • 67 funds tracked by Wall St. Rank held PCSB Financial Corporation as of Q2 2018.

Based on Altium Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.