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BB&T Investment Services’s Preferred Bank PFBC Stock Holding History

BB&T Investment Services’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$4K Hold
69
– – ﹤0.01% 1135
2017
Q3 		$4K Buy
69
+32
+86% +$1.76K ﹤0.01% 975
2017
Q2 		$2K Buy
+37
New +$1.91K ﹤0.01% 982

Other funds holding PFBC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BB&T Investment Services's PFBC Position: Q4 2017 in Review

BB&T Investment Services held its Preferred Bank (PFBC) position steady in Q4 2017 at 69 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

BB&T Investment Services first reported a position in PFBC in Q2 2017 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold PFBC as of Q4 2017.

  • BB&T Investment Services held 69 shares of Preferred Bank worth $4K as of Q4 2017.
  • BB&T Investment Services left its Preferred Bank share count unchanged in Q4 2017.
  • Preferred Bank made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #1135 holding.
  • BB&T Investment Services first reported a position in Preferred Bank in Q2 2017 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.