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JOYN Advisors’s Banc of California BANC Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-580
Closed -$8K – 238
2018
Q4 		$8K Buy
580
+523
+918% +$8.49K ﹤0.01% 1055
2018
Q3 		$1K Sell
57
-10
-15% -$197 ﹤0.01% 1566
2018
Q2 		$1K Buy
+67
New +$1.28K ﹤0.01% 1528

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

JOYN Advisors's BANC Position: Q1 2019 in Review

JOYN Advisors sold out of Banc of California (BANC) in Q1 2019, closing a stake of 580 shares — an estimated $8K sold.

JOYN Advisors first reported a position in BANC in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q4 2018. 163 funds tracked by Wall St. Rank hold BANC as of Q1 2019.

  • JOYN Advisors reported no remaining Banc of California position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 580 Banc of California shares in Q1 2019, an estimated $8K.
  • JOYN Advisors first reported a position in Banc of California in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Banc of California position peaked at $8K in Q4 2018.
  • 163 funds tracked by Wall St. Rank held Banc of California as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.