Kaizen Advisory’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-17,208
Closed -$1.06M 602
2018
Q2
$1.06M Buy
17,208
+12,875
+297% +$832K 0.54% 75
2018
Q1
$278K Buy
+4,333
New +$276K 0.27% 55

Other funds holding PFBC

Kaizen Advisory's PFBC Position: Q3 2018 in Review

Kaizen Advisory sold out of Preferred Bank (PFBC) in Q3 2018, closing a stake of 17,208 shares — an estimated $1.06M sold.

Kaizen Advisory first reported a position in PFBC in Q1 2018 and held it in 2 quarters. The position peaked at $1.06M in Q2 2018. 144 funds tracked by Wall St. Rank hold PFBC as of Q3 2018.

  • Kaizen Advisory reported no remaining Preferred Bank position as of Q3 2018 after selling out during the quarter.
  • Kaizen Advisory sold 17,208 Preferred Bank shares in Q3 2018, an estimated $1.06M.
  • Kaizen Advisory first reported a position in Preferred Bank in Q1 2018 and held it in 2 quarters.
  • Kaizen Advisory's Preferred Bank position peaked at $1.06M in Q2 2018.
  • 144 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.