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Harbour Investments’s Preferred Bank PFBC Stock Holding History

Harbour Investments’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
2021
Q4 		– Sell
-9
Closed -$1K – 3405
2021
Q3 		$1K Buy
9
+1
+13% +$61 ﹤0.01% 3577
2021
Q2 		$1K Hold
8
– – ﹤0.01% 3625
2021
Q1 		$1K Buy
+8
New +$452 ﹤0.01% 3457

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Harbour Investments's PFBC Position: Q4 2021 in Review

Harbour Investments sold out of Preferred Bank (PFBC) in Q4 2021, closing a stake of 9 shares — an estimated $1K sold.

Harbour Investments first reported a position in PFBC in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 145 funds tracked by Wall St. Rank hold PFBC as of Q4 2021.

  • Harbour Investments reported no remaining Preferred Bank position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 9 Preferred Bank shares in Q4 2021, an estimated $1K.
  • Harbour Investments first reported a position in Preferred Bank in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's Preferred Bank position peaked at $1K in Q3 2021.
  • 145 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.