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Cowen Prime Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

Cowen Prime Advisors’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,500
Closed -$42K – 180
2019
Q3 		$42K Hold
1,500
– – 0.02% 112
2019
Q2 		$42K Hold
1,500
– – 0.02% 119
2019
Q1 		$39K Hold
1,500
– – 0.02% 122
2018
Q4 		$38K Hold
1,500
– – 0.02% 130
2018
Q3 		$46K Buy
+1,500
New +$50K 0.02% 146

Other funds holding PGC

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Cowen Prime Advisors's PGC Position: Q4 2019 in Review

Cowen Prime Advisors sold out of Peapack-Gladstone Financial (PGC) in Q4 2019, closing a stake of 1,500 shares — an estimated $42K sold.

Cowen Prime Advisors first reported a position in PGC in Q3 2018 and held it in 5 quarters. The position peaked at $46K in Q3 2018. 121 funds tracked by Wall St. Rank hold PGC as of Q4 2019.

  • Cowen Prime Advisors reported no remaining Peapack-Gladstone Financial position as of Q4 2019 after selling out during the quarter.
  • Cowen Prime Advisors sold 1,500 Peapack-Gladstone Financial shares in Q4 2019, an estimated $42K.
  • Cowen Prime Advisors first reported a position in Peapack-Gladstone Financial in Q3 2018 and held it in 5 quarters.
  • Cowen Prime Advisors's Peapack-Gladstone Financial position peaked at $46K in Q3 2018.
  • 121 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2019.

Based on Cowen Prime Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.