Cresset Asset Management’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-29
Closed -$1K 1335
2019
Q1
$1K Hold
29
﹤0.01% 1842
2018
Q4
$1K Buy
+29
New +$1.48K ﹤0.01% 1556

Other funds holding PFBC

Cresset Asset Management's PFBC Position: Q2 2019 in Review

Cresset Asset Management sold out of Preferred Bank (PFBC) in Q2 2019, closing a stake of 29 shares — an estimated $1K sold.

Cresset Asset Management first reported a position in PFBC in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 137 funds tracked by Wall St. Rank hold PFBC as of Q2 2019.

  • Cresset Asset Management reported no remaining Preferred Bank position as of Q2 2019 after selling out during the quarter.
  • Cresset Asset Management sold 29 Preferred Bank shares in Q2 2019, an estimated $1K.
  • Cresset Asset Management first reported a position in Preferred Bank in Q4 2018 and held it in 2 quarters.
  • Cresset Asset Management's Preferred Bank position peaked at $1K in Q1 2019.
  • 137 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.