D.A. Davidson & Co’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-184
Closed -$9K 1735
2017
Q2
$9K Buy
184
+7
+4% +$361 ﹤0.01% 2072
2017
Q1
$9K Buy
+177
New +$9.61K ﹤0.01% 2063

Other funds holding PFBC

D.A. Davidson & Co's PFBC Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Preferred Bank (PFBC) in Q3 2017, closing a stake of 184 shares — an estimated $9K sold.

D.A. Davidson & Co first reported a position in PFBC in Q1 2017 and held it in 2 quarters. The position peaked at $9K in Q2 2017. 129 funds tracked by Wall St. Rank hold PFBC as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Preferred Bank position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 184 Preferred Bank shares in Q3 2017, an estimated $9K.
  • D.A. Davidson & Co first reported a position in Preferred Bank in Q1 2017 and held it in 2 quarters.
  • D.A. Davidson & Co's Preferred Bank position peaked at $9K in Q2 2017.
  • 129 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.