FIM
PVTB

Freedom Investment Management’s PrivateBancorp Inc PVTB Stock Holding History

Freedom Investment Management’s Portfolio PVTB Stock Details PVTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-19,625
Closed -$1.17M – 1160
2017
Q1 		$1.17M Buy
19,625
+3,534
+22% +$198K 0.07% 245
2016
Q4 		$872K Sell
16,091
-4,836
-23% -$233K 0.05% 289
2016
Q3 		$961K Sell
20,927
-949
-4% -$42.6K 0.06% 250
2016
Q2 		$963K Buy
21,876
+3,624
+20% +$148K 0.07% 226
2016
Q1 		$705K Buy
+18,252
New +$669K 0.05% 294

Other funds holding PVTB

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Freedom Investment Management's PVTB Position: Q2 2017 in Review

Freedom Investment Management sold out of PrivateBancorp Inc (PVTB) in Q2 2017, closing a stake of 19,625 shares — an estimated $1.17M sold.

Freedom Investment Management first reported a position in PVTB in Q1 2016 and held it in 5 quarters. The position peaked at $1.17M in Q1 2017. 2 funds tracked by Wall St. Rank hold PVTB as of Q2 2017.

  • Freedom Investment Management reported no remaining PrivateBancorp Inc position as of Q2 2017 after selling out during the quarter.
  • Freedom Investment Management sold 19,625 PrivateBancorp Inc shares in Q2 2017, an estimated $1.17M.
  • Freedom Investment Management first reported a position in PrivateBancorp Inc in Q1 2016 and held it in 5 quarters.
  • Freedom Investment Management's PrivateBancorp Inc position peaked at $1.17M in Q1 2017.
  • 2 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q2 2017.

Based on Freedom Investment Management's 13F filing for Q2 2017, filed 14 Jul 2017.