BFP
PFC

Briaud Financial Planning’s Premier Financial Corp. Common Stock PFC Stock Holding History

Briaud Financial Planning’s Portfolio PFC Stock Details PFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-21,867
Closed -$689K – 26
2019
Q4 		$689K Buy
+21,867
New +$659K 0.7% 11

Other funds holding PFC

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Briaud Financial Planning's PFC Position: Q1 2020 in Review

Briaud Financial Planning sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2020, closing a stake of 21,867 shares — an estimated $689K sold.

Briaud Financial Planning first reported a position in PFC in Q4 2019 and held it in 1 quarter. The position peaked at $689K in Q4 2019. 128 funds tracked by Wall St. Rank hold PFC as of Q1 2020.

  • Briaud Financial Planning reported no remaining Premier Financial Corp. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Briaud Financial Planning sold 21,867 Premier Financial Corp. Common Stock shares in Q1 2020, an estimated $689K.
  • Briaud Financial Planning first reported a position in Premier Financial Corp. Common Stock in Q4 2019 and held it in 1 quarter.
  • Briaud Financial Planning's Premier Financial Corp. Common Stock position peaked at $689K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2020.

Based on Briaud Financial Planning's 13F filing for Q1 2020, filed 22 Apr 2020.