FAN
PPBI

Financial Advisors Network’s Pacific Premier Bancorp PPBI Stock Holding History

Financial Advisors Network’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$200K Buy
+5,000
New +$197K 0.14% 94
2017
Q2 		– Sell
-6,740
Closed -$249K – 93
2017
Q1 		$249K Hold
6,740
– – 0.22% 85
2016
Q4 		$268K Buy
+6,740
New +$202K 0.23% 73

Other funds holding PPBI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advisors Network's PPBI Position: Q4 2017 in Review

Financial Advisors Network opened a new position in Pacific Premier Bancorp (PPBI) in Q4 2017: 5,000 shares worth $200K. The stake represents 0.14% of the portfolio and ranks #94 among its holdings. This is a return to the name: Financial Advisors Network previously reported a position in PPBI as recently as Q1 2017.

Financial Advisors Network first reported a position in PPBI in Q4 2016 and has held it in 3 quarters since. The position peaked at $268K in Q4 2016. 174 funds tracked by Wall St. Rank hold PPBI as of Q4 2017.

  • Financial Advisors Network held 5,000 shares of Pacific Premier Bancorp worth $200K as of Q4 2017.
  • Pacific Premier Bancorp was a new Financial Advisors Network position in Q4 2017.
  • Pacific Premier Bancorp made up 0.14% of Financial Advisors Network's portfolio in Q4 2017, its #94 holding.
  • Financial Advisors Network first reported a position in Pacific Premier Bancorp in Q4 2016 and has held it in 3 quarters since.
  • Financial Advisors Network's Pacific Premier Bancorp position peaked at $268K in Q4 2016.
  • 174 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q4 2017.

Based on Financial Advisors Network's 13F filing for Q4 2017, filed 7 Feb 2018.