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LS Investment Advisors’s Preferred Bank PFBC Stock Holding History

LS Investment Advisors’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,918
Closed -$82K – 1263
2020
Q2 		$82K Hold
1,918
– – 0.01% 1047
2020
Q1 		$65K Hold
1,918
– – ﹤0.01% 1041
2019
Q4 		$115K Buy
1,918
+1,501
+360% +$82.4K 0.01% 1069
2019
Q3 		$22K Hold
417
– – ﹤0.01% 1517
2019
Q2 		$20K Hold
417
– – ﹤0.01% 1542
2019
Q1 		$19K Hold
417
– – ﹤0.01% 1523
2018
Q4 		$18K Sell
417
-1,518
-78% -$77.5K ﹤0.01% 1513
2018
Q3 		$113K Buy
+1,935
New +$121K 0.01% 1080

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LS Investment Advisors's PFBC Position: Q3 2020 in Review

LS Investment Advisors sold out of Preferred Bank (PFBC) in Q3 2020, closing a stake of 1,918 shares — an estimated $82K sold.

LS Investment Advisors first reported a position in PFBC in Q3 2018 and held it in 8 quarters. The position peaked at $115K in Q4 2019. 118 funds tracked by Wall St. Rank hold PFBC as of Q3 2020.

  • LS Investment Advisors reported no remaining Preferred Bank position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 1,918 Preferred Bank shares in Q3 2020, an estimated $82K.
  • LS Investment Advisors first reported a position in Preferred Bank in Q3 2018 and held it in 8 quarters.
  • LS Investment Advisors's Preferred Bank position peaked at $115K in Q4 2019.
  • 118 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.