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Avantax Planning Partners’s Peapack-Gladstone Financial PGC Stock Holding History

Avantax Planning Partners’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-69
Closed -$2K – 943
2018
Q3 		$2K Buy
+69
New +$2.3K ﹤0.01% 1355
2018
Q2 		– Sell
-69
Closed -$2K – 1125
2018
Q1 		$2K Buy
+69
New +$2.41K ﹤0.01% 1620

Other funds holding PGC

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Avantax Planning Partners sold out of Peapack-Gladstone Financial (PGC) in Q4 2018, closing a stake of 69 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in PGC in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 122 funds tracked by Wall St. Rank hold PGC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Peapack-Gladstone Financial position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 69 Peapack-Gladstone Financial shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Peapack-Gladstone Financial in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Peapack-Gladstone Financial position peaked at $2K in Q3 2018.
  • 122 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2018.

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