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First Personal Financial Services’s Banc of California BANC Stock Holding History

First Personal Financial Services’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-415
Closed -$7K – 916
2016
Q3 		$7K Buy
+415
New +$8.62K ﹤0.01% 647

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PCA
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PFP
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
BIT
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First Personal Financial Services's BANC Position: Q4 2016 in Review

First Personal Financial Services sold out of Banc of California (BANC) in Q4 2016, closing a stake of 415 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in BANC in Q3 2016 and held it in 1 quarter. The position peaked at $7K in Q3 2016. 189 funds tracked by Wall St. Rank hold BANC as of Q4 2016.

  • First Personal Financial Services reported no remaining Banc of California position as of Q4 2016 after selling out during the quarter.
  • First Personal Financial Services sold 415 Banc of California shares in Q4 2016, an estimated $7K.
  • First Personal Financial Services first reported a position in Banc of California in Q3 2016 and held it in 1 quarter.
  • First Personal Financial Services's Banc of California position peaked at $7K in Q3 2016.
  • 189 funds tracked by Wall St. Rank held Banc of California as of Q4 2016.

Based on First Personal Financial Services's 13F filing for Q4 2016, filed 3 Feb 2017.