CSIC
PPBI

Clifford Swan Investment Counsel’s Pacific Premier Bancorp PPBI Stock Holding History

Clifford Swan Investment Counsel’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,815
Closed -$234K – 319
2018
Q1 		$234K Hold
5,815
– – 0.01% 282
2017
Q4 		$233K Buy
+5,815
New +$229K 0.01% 287

Other funds holding PPBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clifford Swan Investment Counsel's PPBI Position: Q2 2018 in Review

Clifford Swan Investment Counsel sold out of Pacific Premier Bancorp (PPBI) in Q2 2018, closing a stake of 5,815 shares — an estimated $234K sold.

Clifford Swan Investment Counsel first reported a position in PPBI in Q4 2017 and held it in 2 quarters. The position peaked at $234K in Q1 2018. 176 funds tracked by Wall St. Rank hold PPBI as of Q2 2018.

  • Clifford Swan Investment Counsel reported no remaining Pacific Premier Bancorp position as of Q2 2018 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 5,815 Pacific Premier Bancorp shares in Q2 2018, an estimated $234K.
  • Clifford Swan Investment Counsel first reported a position in Pacific Premier Bancorp in Q4 2017 and held it in 2 quarters.
  • Clifford Swan Investment Counsel's Pacific Premier Bancorp position peaked at $234K in Q1 2018.
  • 176 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2018.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2018, filed 13 Aug 2018.