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Legacy Financial Advisors’s Banc of California BANC Stock Holding History

Legacy Financial 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
2018
Q4 		– Sell
-427
Closed -$8K – 980
2018
Q3 		$8K Sell
427
-46
-10% -$906 ﹤0.01% 572
2018
Q2 		$9K Hold
473
– – ﹤0.01% 539
2018
Q1 		$8K Hold
473
– – ﹤0.01% 524
2017
Q4 		$9K Buy
+473
New +$9.88K ﹤0.01% 496

Other funds holding BANC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Legacy Financial Advisors's BANC Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Banc of California (BANC) in Q4 2018, closing a stake of 427 shares — an estimated $8K sold.

Legacy Financial Advisors first reported a position in BANC in Q4 2017 and held it in 4 quarters. The position peaked at $9K in Q2 2018. 171 funds tracked by Wall St. Rank hold BANC as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Banc of California position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 427 Banc of California shares in Q4 2018, an estimated $8K.
  • Legacy Financial Advisors first reported a position in Banc of California in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Banc of California position peaked at $9K in Q2 2018.
  • 171 funds tracked by Wall St. Rank held Banc of California as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.