Jefferies Group’s Preferred Bank PFBC Stock Holding History

Jefferies Group’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
2020 Q1	–	Sell	-25,000	Closed	-$1.5M	–	2517
2019 Q4	$1.5M	Buy	+25,000	New	+$1.37M	0.01%	1218

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jefferies Group's PFBC Position: Q1 2020 in Review

Jefferies Group sold out of Preferred Bank (PFBC) in Q1 2020, closing a stake of 25,000 shares — an estimated $1.5M sold.

Jefferies Group first reported a position in PFBC in Q4 2019 and held it in 1 quarter. The position peaked at $1.5M in Q4 2019. 119 funds tracked by Wall St. Rank hold PFBC as of Q1 2020.

Jefferies Group reported no remaining Preferred Bank position as of Q1 2020 after selling out during the quarter.
Jefferies Group sold 25,000 Preferred Bank shares in Q1 2020, an estimated $1.5M.
Jefferies Group first reported a position in Preferred Bank in Q4 2019 and held it in 1 quarter.
Jefferies Group's Preferred Bank position peaked at $1.5M in Q4 2019.
119 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.