Litman Gregory Wealth Management’s Bank of Commerce Holdings (CA) BOCH Stock Holding History

Litman Gregory Wealth Management’s Portfolio BOCH Stock Details BOCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,872	Closed	-$37K	–	195
2021 Q1	$37K	Hold	2,872	–	–	0.01%	110
2020 Q4	$28K	Hold	2,872	–	–	0.01%	122
2020 Q3	$20K	Hold	2,872	–	–	﹤0.01%	123
2020 Q2	$22K	Hold	2,872	–	–	﹤0.01%	111
2020 Q1	$23K	Buy	2,872 +872	+44%	+$8.82K	0.01%	103
2019 Q4	$23K	Hold	2,000	–	–	0.01%	119
2019 Q3	$22K	Hold	2,000	–	–	0.01%	109
2019 Q2	$21K	Hold	2,000	–	–	0.01%	137
2019 Q1	$21K	Hold	2,000	–	–	0.01%	91
2018 Q4	$22K	Hold	2,000	–	–	0.01%	94
2018 Q3	$24K	Hold	2,000	–	–	0.01%	73
2018 Q2	$26K	Hold	2,000	–	–	0.01%	66
2018 Q1	$23K	Hold	2,000	–	–	0.01%	121
2017 Q4	$23	Hold	2,000	–	–	0.01%	64
2017 Q3	$23K	Hold	2,000	–	–	0.01%	64
2017 Q2	$22K	Buy	+2,000	New	+$22.2K	0.01%	43

Other funds holding BOCH

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Litman Gregory Wealth Management's BOCH Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Bank of Commerce Holdings (CA) (BOCH) in Q2 2021, closing a stake of 2,872 shares — an estimated $37K sold.

Litman Gregory Wealth Management first reported a position in BOCH in Q2 2017 and held it in 16 quarters. The position peaked at $37K in Q1 2021. 68 funds tracked by Wall St. Rank hold BOCH as of Q2 2021.

Litman Gregory Wealth Management reported no remaining Bank of Commerce Holdings (CA) position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 2,872 Bank of Commerce Holdings (CA) shares in Q2 2021, an estimated $37K.
Litman Gregory Wealth Management first reported a position in Bank of Commerce Holdings (CA) in Q2 2017 and held it in 16 quarters.
Litman Gregory Wealth Management's Bank of Commerce Holdings (CA) position peaked at $37K in Q1 2021.
68 funds tracked by Wall St. Rank held Bank of Commerce Holdings (CA) as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.