IFP Advisors’s PrivateBancorp Inc PVTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-122
Closed -$7K 4362
2017
Q1
$7K Hold
122
﹤0.01% 3181
2016
Q4
$7K Hold
122
﹤0.01% 3164
2016
Q3
$6K Sell
122
-969
-89% -$43.5K ﹤0.01% 3186
2016
Q2
$48K Buy
+1,091
New +$44.4K ﹤0.01% 1793
2016
Q1
Sell
-1,002
Closed -$41K 4065
2015
Q4
$41K Buy
+1,002
New +$42K ﹤0.01% 1740

Other funds holding PVTB

IFP Advisors's PVTB Position: Q2 2017 in Review

IFP Advisors sold out of PrivateBancorp Inc (PVTB) in Q2 2017, closing a stake of 122 shares — an estimated $7K sold.

IFP Advisors first reported a position in PVTB in Q4 2015 and held it in 5 quarters. The position peaked at $48K in Q2 2016. 2 funds tracked by Wall St. Rank hold PVTB as of Q2 2017.

  • IFP Advisors reported no remaining PrivateBancorp Inc position as of Q2 2017 after selling out during the quarter.
  • IFP Advisors sold 122 PrivateBancorp Inc shares in Q2 2017, an estimated $7K.
  • IFP Advisors first reported a position in PrivateBancorp Inc in Q4 2015 and held it in 5 quarters.
  • IFP Advisors's PrivateBancorp Inc position peaked at $48K in Q2 2016.
  • 2 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q2 2017.

Based on IFP Advisors's 13F filing for Q2 2017, filed 31 Jul 2017.