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Legacy Advisors’s Banc of California BANC Stock Holding History

Legacy Advisors’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,251
Closed -$32K – 133
2019
Q2 		$32K Hold
2,251
– – 0.02% 229
2019
Q1 		$31K Buy
+2,251
New +$33.6K 0.01% 247

Other funds holding BANC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Legacy Advisors's BANC Position: Q3 2019 in Review

Legacy Advisors sold out of Banc of California (BANC) in Q3 2019, closing a stake of 2,251 shares — an estimated $32K sold.

Legacy Advisors first reported a position in BANC in Q1 2019 and held it in 2 quarters. The position peaked at $32K in Q2 2019. 144 funds tracked by Wall St. Rank hold BANC as of Q3 2019.

  • Legacy Advisors reported no remaining Banc of California position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 2,251 Banc of California shares in Q3 2019, an estimated $32K.
  • Legacy Advisors first reported a position in Banc of California in Q1 2019 and held it in 2 quarters.
  • Legacy Advisors's Banc of California position peaked at $32K in Q2 2019.
  • 144 funds tracked by Wall St. Rank held Banc of California as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.