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Measured Wealth Private Client Group’s Banner Corp BANR Stock Holding History

Measured Wealth Private Client Group’s Portfolio BANR Stock Details BANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,575
Closed -$259K – 106
2019
Q4 		$259K Hold
4,575
– – 0.17% 79
2019
Q3 		$257K Hold
4,575
– – 0.17% 95
2019
Q2 		$248K Hold
4,575
– – 0.14% 154
2019
Q1 		$248K Buy
+4,575
New +$260K 0.15% 150

Other funds holding BANR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Measured Wealth Private Client Group's BANR Position: Q1 2020 in Review

Measured Wealth Private Client Group sold out of Banner Corp (BANR) in Q1 2020, closing a stake of 4,575 shares — an estimated $259K sold.

Measured Wealth Private Client Group first reported a position in BANR in Q1 2019 and held it in 4 quarters. The position peaked at $259K in Q4 2019. 164 funds tracked by Wall St. Rank hold BANR as of Q1 2020.

  • Measured Wealth Private Client Group reported no remaining Banner Corp position as of Q1 2020 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 4,575 Banner Corp shares in Q1 2020, an estimated $259K.
  • Measured Wealth Private Client Group first reported a position in Banner Corp in Q1 2019 and held it in 4 quarters.
  • Measured Wealth Private Client Group's Banner Corp position peaked at $259K in Q4 2019.
  • 164 funds tracked by Wall St. Rank held Banner Corp as of Q1 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2020, filed 22 Apr 2020.