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Freedom Investment Management’s Preferred Bank PFBC Stock Holding History

Freedom Investment Management’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,519
Closed -$277K – 869
2018
Q3 		$277K Buy
4,519
+277
+7% +$17.4K 0.02% 735
2018
Q2 		$261K Sell
4,242
-207
-5% -$13.4K 0.02% 806
2018
Q1 		$286K Sell
4,449
-1,128
-20% -$71.9K 0.01% 894
2017
Q4 		$328K Buy
5,577
+1,172
+27% +$71.2K 0.02% 847
2017
Q3 		$266K Sell
4,405
-81
-2% -$4.46K 0.01% 903
2017
Q2 		$240K Buy
4,486
+385
+9% +$19.8K 0.01% 905
2017
Q1 		$220K Buy
4,101
+149
+4% +$8.09K 0.01% 925
2016
Q4 		$207K Buy
+3,952
New +$167K 0.01% 895

Other funds holding PFBC

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Freedom Investment Management's PFBC Position: Q4 2018 in Review

Freedom Investment Management sold out of Preferred Bank (PFBC) in Q4 2018, closing a stake of 4,519 shares — an estimated $277K sold.

Freedom Investment Management first reported a position in PFBC in Q4 2016 and held it in 8 quarters. The position peaked at $328K in Q4 2017. 137 funds tracked by Wall St. Rank hold PFBC as of Q4 2018.

  • Freedom Investment Management reported no remaining Preferred Bank position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 4,519 Preferred Bank shares in Q4 2018, an estimated $277K.
  • Freedom Investment Management first reported a position in Preferred Bank in Q4 2016 and held it in 8 quarters.
  • Freedom Investment Management's Preferred Bank position peaked at $328K in Q4 2017.
  • 137 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.