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Krilogy Financial’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Krilogy Financial’s Portfolio PEBK Stock Details PEBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,100
Closed -$25K – 766
2017
Q1 		$25K Hold
1,100
– – 0.01% 393
2016
Q4 		$25K Buy
+1,100
New +$22.1K 0.01% 393

Other funds holding PEBK

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Krilogy Financial's PEBK Position: Q2 2017 in Review

Krilogy Financial sold out of Peoples Bancorp of North Carolina (PEBK) in Q2 2017, closing a stake of 1,100 shares — an estimated $25K sold.

Krilogy Financial first reported a position in PEBK in Q4 2016 and held it in 2 quarters. The position peaked at $25K in Q1 2017. 48 funds tracked by Wall St. Rank hold PEBK as of Q2 2017.

  • Krilogy Financial reported no remaining Peoples Bancorp of North Carolina position as of Q2 2017 after selling out during the quarter.
  • Krilogy Financial sold 1,100 Peoples Bancorp of North Carolina shares in Q2 2017, an estimated $25K.
  • Krilogy Financial first reported a position in Peoples Bancorp of North Carolina in Q4 2016 and held it in 2 quarters.
  • Krilogy Financial's Peoples Bancorp of North Carolina position peaked at $25K in Q1 2017.
  • 48 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q2 2017.

Based on Krilogy Financial's 13F filing for Q2 2017, filed 15 Aug 2017.