JGC
PVTB

J. Goldman & Co’s PrivateBancorp Inc PVTB Stock Holding History

J. Goldman & Co’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
2014
Q4 		– Sell
-82,000
Closed -$2.45M – 326
2014
Q3 		$2.45M Buy
+82,000
New +$2.41M 0.15% 161

Other funds holding PVTB

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

J. Goldman & Co's PVTB Position: Q4 2014 in Review

J. Goldman & Co sold out of PrivateBancorp Inc (PVTB) in Q4 2014, closing a stake of 82,000 shares — an estimated $2.45M sold.

J. Goldman & Co first reported a position in PVTB in Q3 2014 and held it in 1 quarter. The position peaked at $2.45M in Q3 2014. 213 funds tracked by Wall St. Rank hold PVTB as of Q4 2014.

  • J. Goldman & Co reported no remaining PrivateBancorp Inc position as of Q4 2014 after selling out during the quarter.
  • J. Goldman & Co sold 82,000 PrivateBancorp Inc shares in Q4 2014, an estimated $2.45M.
  • J. Goldman & Co first reported a position in PrivateBancorp Inc in Q3 2014 and held it in 1 quarter.
  • J. Goldman & Co's PrivateBancorp Inc position peaked at $2.45M in Q3 2014.
  • 213 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q4 2014.

Based on J. Goldman & Co's 13F filing for Q4 2014, filed 17 Feb 2015.