CIBC World Market
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CIBC World Market’s Preferred Bank PFBC Stock Holding History

CIBC World Market’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
2020
Q1 		– Sell
-4,110
Closed -$247K – 1130
2019
Q4 		$247K Hold
4,110
– – ﹤0.01% 1003
2019
Q3 		$215K Buy
+4,110
New +$209K ﹤0.01% 998
2018
Q4 		– Sell
-4,290
Closed -$251K – 1185
2018
Q3 		$251K Buy
+4,290
New +$269K ﹤0.01% 1007

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC World Market's PFBC Position: Q1 2020 in Review

CIBC World Market sold out of Preferred Bank (PFBC) in Q1 2020, closing a stake of 4,110 shares — an estimated $247K sold.

CIBC World Market first reported a position in PFBC in Q3 2018 and held it in 3 quarters. The position peaked at $251K in Q3 2018. 119 funds tracked by Wall St. Rank hold PFBC as of Q1 2020.

  • CIBC World Market reported no remaining Preferred Bank position as of Q1 2020 after selling out during the quarter.
  • CIBC World Market sold 4,110 Preferred Bank shares in Q1 2020, an estimated $247K.
  • CIBC World Market first reported a position in Preferred Bank in Q3 2018 and held it in 3 quarters.
  • CIBC World Market's Preferred Bank position peaked at $251K in Q3 2018.
  • 119 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2020.

Based on CIBC World Market's 13F filing for Q1 2020, filed 15 May 2020.