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Joel Isaacson & Co’s Banc of California BANC Stock Holding History

Joel Isaacson & Co’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,912
Closed -$173K – 571
2013
Q4 		$173K Hold
12,912
– – 0.06% 127
2013
Q3 		$179K Buy
+12,912
New +$182K 0.07% 114

Other funds holding BANC

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
CCG
Crescent Capital Group Los Angeles, California $56.8M AUM 11.67% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
CC
Consector Capital New York $45.9M AUM 4.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
BP
Boston Provident Englewood, New Jersey $117M AUM 0.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Joel Isaacson & Co's BANC Position: Q1 2014 in Review

Joel Isaacson & Co sold out of Banc of California (BANC) in Q1 2014, closing a stake of 12,912 shares — an estimated $173K sold.

Joel Isaacson & Co first reported a position in BANC in Q3 2013 and held it in 2 quarters. The position peaked at $179K in Q3 2013. 83 funds tracked by Wall St. Rank hold BANC as of Q1 2014.

  • Joel Isaacson & Co reported no remaining Banc of California position as of Q1 2014 after selling out during the quarter.
  • Joel Isaacson & Co sold 12,912 Banc of California shares in Q1 2014, an estimated $173K.
  • Joel Isaacson & Co first reported a position in Banc of California in Q3 2013 and held it in 2 quarters.
  • Joel Isaacson & Co's Banc of California position peaked at $179K in Q3 2013.
  • 83 funds tracked by Wall St. Rank held Banc of California as of Q1 2014.

Based on Joel Isaacson & Co's 13F filing for Q1 2014, filed 11 Apr 2014.