Envestnet Asset Management
PFC

Envestnet Asset Management’s Premier Financial Corp. Common Stock PFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,943
Closed -$240K 4299
2023
Q4
$240K Buy
+9,943
New +$240K ﹤0.01% 3734
2018
Q3
Sell
-195
Closed -$13K 2704
2018
Q2
$13K Hold
195
﹤0.01% 2496
2018
Q1
$11K Hold
195
﹤0.01% 2486
2017
Q4
$10K Hold
195
﹤0.01% 2639
2017
Q3
$10K Sell
195
-129
-40% -$6.62K ﹤0.01% 2605
2017
Q2
$17K Hold
324
﹤0.01% 2633
2017
Q1
$16K Sell
324
-254
-44% -$12.5K ﹤0.01% 2711
2016
Q4
$29K Buy
+578
New +$29K ﹤0.01% 2583
2016
Q3
Sell
-1,188
Closed -$46K 3083
2016
Q2
$46K Sell
1,188
-1,614
-58% -$62.5K ﹤0.01% 2766
2016
Q1
$108K Buy
2,802
+330
+13% +$12.7K ﹤0.01% 2361
2015
Q4
$93K Sell
2,472
-271
-10% -$10.2K ﹤0.01% 2399
2015
Q3
$100K Buy
+2,743
New +$100K ﹤0.01% 2351
2015
Q1
Sell
-13
Closed 2456
2014
Q4
$0 Sell
13
-11
-46% ﹤0.01% 2750
2014
Q3
$1K Hold
24
﹤0.01% 2666
2014
Q2
$1K Hold
24
﹤0.01% 2635
2014
Q1
$1K Hold
24
﹤0.01% 2468
2013
Q4
$1K Sell
24
-25
-51% -$1.04K ﹤0.01% 2379
2013
Q3
$1K Hold
49
﹤0.01% 2330
2013
Q2
$1K Buy
+49
New +$1K ﹤0.01% 2258