Kavar Capital Partners Group’s PrivateBancorp Inc PVTB Stock Holding History

Kavar Capital Partners Group’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
2016 Q1	–	Sell	-634	Closed	-$26K	–	486
2015 Q4	$26K	Sell	634 -5	-0.8%	-$210	0.02%	210
2015 Q3	$24K	Sell	639 -12	-2%	-$474	0.02%	216
2015 Q2	$25K	Buy	+651	New	+$24.9K	0.02%	231
2014 Q2	–	Sell	-800	Closed	-$24K	–	515
2014 Q1	$24K	Hold	800	–	–	0.02%	250
2013 Q4	$23K	Buy	+800	New	+$20.6K	0.02%	239

Other funds holding PVTB

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kavar Capital Partners Group's PVTB Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of PrivateBancorp Inc (PVTB) in Q1 2016, closing a stake of 634 shares — an estimated $26K sold.

Kavar Capital Partners Group first reported a position in PVTB in Q4 2013 and held it in 5 quarters. The position peaked at $26K in Q4 2015. 255 funds tracked by Wall St. Rank hold PVTB as of Q1 2016.

Kavar Capital Partners Group reported no remaining PrivateBancorp Inc position as of Q1 2016 after selling out during the quarter.
Kavar Capital Partners Group sold 634 PrivateBancorp Inc shares in Q1 2016, an estimated $26K.
Kavar Capital Partners Group first reported a position in PrivateBancorp Inc in Q4 2013 and held it in 5 quarters.
Kavar Capital Partners Group's PrivateBancorp Inc position peaked at $26K in Q4 2015.
255 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.