BRWA
PMBC

B. Riley Wealth Advisors’s Pacific Mercantile Bancorp PMBC Stock Holding History

B. Riley Wealth Advisors’s Portfolio PMBC Stock Details PMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,000
Closed -$28 – 2189
2014
Q4 		$28 Buy
+4,000
New +$27.8K ﹤0.01% 2405
2014
Q3 		– Sell
-4,000
Closed -$26.6K – 2057
2014
Q2 		$26.6K Buy
+4,000
New +$26.2K 0.01% 1341

Other funds holding PMBC

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's PMBC Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Pacific Mercantile Bancorp (PMBC) in Q1 2015, closing a stake of 4,000 shares — an estimated $28 sold.

B. Riley Wealth Advisors first reported a position in PMBC in Q2 2014 and held it in 2 quarters. The position peaked at $26.6K in Q2 2014. 34 funds tracked by Wall St. Rank hold PMBC as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Pacific Mercantile Bancorp position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,000 Pacific Mercantile Bancorp shares in Q1 2015, an estimated $28.
  • B. Riley Wealth Advisors first reported a position in Pacific Mercantile Bancorp in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Pacific Mercantile Bancorp position peaked at $26.6K in Q2 2014.
  • 34 funds tracked by Wall St. Rank held Pacific Mercantile Bancorp as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.