HC
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Henshaw Capital’s Preferred Bank PFBC Stock Holding History

Henshaw Capital’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
-6,722
Closed -$393K – 318
2018
Q3 		$393K Sell
6,722
-1,960
-23% -$123K 0.03% 171
2018
Q2 		$534K Sell
8,682
-13
-0.1% -$840 0.05% 144
2018
Q1 		$558K Sell
8,695
-72
-0.8% -$4.59K 0.05% 140
2017
Q4 		$515K Hold
8,767
– – 0.05% 144
2017
Q3 		$529K Sell
8,767
-1,843
-17% -$102K 0.05% 138
2017
Q2 		$567K Buy
+10,610
New +$547K 0.06% 128

Other funds holding PFBC

BlackRock
BlackRock New York $5.7T 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