KCM Investment Advisors’s PrivateBancorp, Inc. PVTD Stock Holding History

KCM Investment Advisors’s Portfolio PVTD Stock Details PVTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-12,595	Closed	-$327K	–	500
2014 Q1	$327K	Sell	12,595 -900	-7%	-$22.7K	0.03%	363
2013 Q4	$321K	Sell	13,495 -750	-5%	-$18.3K	0.03%	353
2013 Q3	$350K	Sell	14,245 -1,000	-7%	-$25.1K	0.04%	341
2013 Q2	$396K	Buy	+15,245	New	+$402K	0.05%	320

Other funds holding PVTD

MCC

Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return

KCM Investment Advisors's PVTD Position: Q2 2014 in Review

KCM Investment Advisors sold out of PrivateBancorp, Inc. (PVTD) in Q2 2014, closing a stake of 12,595 shares — an estimated $327K sold.

KCM Investment Advisors first reported a position in PVTD in Q2 2013 and held it in 4 quarters. The position peaked at $396K in Q2 2013. 2 funds tracked by Wall St. Rank hold PVTD as of Q2 2014.

KCM Investment Advisors reported no remaining PrivateBancorp, Inc. position as of Q2 2014 after selling out during the quarter.
KCM Investment Advisors sold 12,595 PrivateBancorp, Inc. shares in Q2 2014, an estimated $327K.
KCM Investment Advisors first reported a position in PrivateBancorp, Inc. in Q2 2013 and held it in 4 quarters.
KCM Investment Advisors's PrivateBancorp, Inc. position peaked at $396K in Q2 2013.
2 funds tracked by Wall St. Rank held PrivateBancorp, Inc. as of Q2 2014.

Based on KCM Investment Advisors's 13F filing for Q2 2014, filed 1 Aug 2014.