BWM
PFBI

Baystate Wealth Management’s Premier Financial Bancorp PFBI Stock Holding History

Baystate Wealth Management’s Portfolio PFBI Stock Details PFBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-115
Closed -$2K – 730
2018
Q3 		$2K Hold
115
– – ﹤0.01% 544
2018
Q2 		$2K Buy
115
+1
+0.9% +$17 ﹤0.01% 564
2018
Q1 		$2K Hold
114
– – ﹤0.01% 528
2017
Q4 		$2K Buy
+114
New +$1.83K ﹤0.01% 529

Other funds holding PFBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baystate Wealth Management's PFBI Position: Q4 2018 in Review

Baystate Wealth Management sold out of Premier Financial Bancorp (PFBI) in Q4 2018, closing a stake of 115 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in PFBI in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 61 funds tracked by Wall St. Rank hold PFBI as of Q4 2018.

  • Baystate Wealth Management reported no remaining Premier Financial Bancorp position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 115 Premier Financial Bancorp shares in Q4 2018, an estimated $2K.
  • Baystate Wealth Management first reported a position in Premier Financial Bancorp in Q4 2017 and held it in 4 quarters.
  • Baystate Wealth Management's Premier Financial Bancorp position peaked at $2K in Q3 2018.
  • 61 funds tracked by Wall St. Rank held Premier Financial Bancorp as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.