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Horizon Investment Services’s Preferred Bank PFBC Stock Holding History

Horizon Investment Services’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
2017
Q1 		– Sell
-85,315
Closed -$4.47M – 122
2016
Q4 		$4.47M Buy
85,315
+14,790
+21% +$627K 2.12% 17
2016
Q3 		$2.52M Buy
+70,525
New +$2.37M 1.28% 31

Other funds holding PFBC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Horizon Investment Services's PFBC Position: Q1 2017 in Review

Horizon Investment Services sold out of Preferred Bank (PFBC) in Q1 2017, closing a stake of 85,315 shares — an estimated $4.47M sold.

Horizon Investment Services first reported a position in PFBC in Q3 2016 and held it in 2 quarters. The position peaked at $4.47M in Q4 2016. 131 funds tracked by Wall St. Rank hold PFBC as of Q1 2017.

  • Horizon Investment Services reported no remaining Preferred Bank position as of Q1 2017 after selling out during the quarter.
  • Horizon Investment Services sold 85,315 Preferred Bank shares in Q1 2017, an estimated $4.47M.
  • Horizon Investment Services first reported a position in Preferred Bank in Q3 2016 and held it in 2 quarters.
  • Horizon Investment Services's Preferred Bank position peaked at $4.47M in Q4 2016.
  • 131 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2017.

Based on Horizon Investment Services's 13F filing for Q1 2017, filed 16 May 2017.