BWM
PFC

Buckley Wealth Management’s Premier Financial Corp. Common Stock PFC Stock Holding History

Buckley Wealth Management’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
-6,644
Closed -$209K – 142
2019
Q4 		$209K Buy
+6,644
New +$200K 0.09% 127
2018
Q3 		– Sell
-6,564
Closed -$220K – 162
2018
Q2 		$220K Buy
+6,564
New +$202K 0.1% 152

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

Buckley Wealth Management's PFC Position: Q1 2020 in Review

Buckley Wealth Management sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2020, closing a stake of 6,644 shares — an estimated $209K sold.

Buckley Wealth Management first reported a position in PFC in Q2 2018 and held it in 2 quarters. The position peaked at $220K in Q2 2018. 128 funds tracked by Wall St. Rank hold PFC as of Q1 2020.

  • Buckley Wealth Management reported no remaining Premier Financial Corp. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Buckley Wealth Management sold 6,644 Premier Financial Corp. Common Stock shares in Q1 2020, an estimated $209K.
  • Buckley Wealth Management first reported a position in Premier Financial Corp. Common Stock in Q2 2018 and held it in 2 quarters.
  • Buckley Wealth Management's Premier Financial Corp. Common Stock position peaked at $220K in Q2 2018.
  • 128 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2020.

Based on Buckley Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.