Avantax Planning Partners’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-28
Closed -$2K 941
2018
Q3
$2K Buy
+28
New +$1.75K ﹤0.01% 1354
2018
Q2
Sell
-28
Closed -$2K 1121
2018
Q1
$2K Buy
+28
New +$1.79K ﹤0.01% 1619

Other funds holding PFBC

Avantax Planning Partners's PFBC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Preferred Bank (PFBC) in Q4 2018, closing a stake of 28 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in PFBC in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 137 funds tracked by Wall St. Rank hold PFBC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Preferred Bank position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 28 Preferred Bank shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Preferred Bank in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Preferred Bank position peaked at $2K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.