KWMG
PVTD

King Wealth Management Group’s PrivateBancorp, Inc. PVTD Stock Holding History

King Wealth Management Group’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
Q4 		– Sell
-29,326
Closed -$761K – 125
2014
Q3 		$761K Buy
+29,326
New +$762K 0.48% 48

Other funds holding PVTD

MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return

King Wealth Management Group's PVTD Position: Q4 2014 in Review

King Wealth Management Group sold out of PrivateBancorp, Inc. (PVTD) in Q4 2014, closing a stake of 29,326 shares — an estimated $761K sold.

King Wealth Management Group first reported a position in PVTD in Q3 2014 and held it in 1 quarter. The position peaked at $761K in Q3 2014. 2 funds tracked by Wall St. Rank hold PVTD as of Q4 2014.

  • King Wealth Management Group reported no remaining PrivateBancorp, Inc. position as of Q4 2014 after selling out during the quarter.
  • King Wealth Management Group sold 29,326 PrivateBancorp, Inc. shares in Q4 2014, an estimated $761K.
  • King Wealth Management Group first reported a position in PrivateBancorp, Inc. in Q3 2014 and held it in 1 quarter.
  • King Wealth Management Group's PrivateBancorp, Inc. position peaked at $761K in Q3 2014.
  • 2 funds tracked by Wall St. Rank held PrivateBancorp, Inc. as of Q4 2014.

Based on King Wealth Management Group's 13F filing for Q4 2014, filed 11 Feb 2015.