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Columbia Partners Investment Management’s Preferred Bank PFBC Stock Holding History

Columbia Partners Investment Management’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
2018
Q3 		– Sell
-22,097
Closed -$1.36M – 161
2018
Q2 		$1.36M Sell
22,097
-2,020
-8% -$130K 0.39% 87
2018
Q1 		$1.55M Hold
24,117
– – 0.2% 142
2017
Q4 		$1.42M Buy
24,117
+1,968
+9% +$120K 0.19% 144
2017
Q3 		$1.34M Buy
+22,149
New +$1.22M 0.18% 154

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Columbia Partners Investment Management's PFBC Position: Q3 2018 in Review

Columbia Partners Investment Management sold out of Preferred Bank (PFBC) in Q3 2018, closing a stake of 22,097 shares — an estimated $1.36M sold.

Columbia Partners Investment Management first reported a position in PFBC in Q3 2017 and held it in 4 quarters. The position peaked at $1.55M in Q1 2018. 144 funds tracked by Wall St. Rank hold PFBC as of Q3 2018.

  • Columbia Partners Investment Management reported no remaining Preferred Bank position as of Q3 2018 after selling out during the quarter.
  • Columbia Partners Investment Management sold 22,097 Preferred Bank shares in Q3 2018, an estimated $1.36M.
  • Columbia Partners Investment Management first reported a position in Preferred Bank in Q3 2017 and held it in 4 quarters.
  • Columbia Partners Investment Management's Preferred Bank position peaked at $1.55M in Q1 2018.
  • 144 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2018.

Based on Columbia Partners Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.