Miles Capital’s Preferred Bank PFBC Stock Holding History

Miles Capital’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
2019 Q4	–	Sell	-4,558	Closed	-$239K	–	197
2019 Q3	$239K	Sell	4,558 -15	-0.3%	-$764	0.2%	132
2019 Q2	$216K	Buy	+4,573	New	+$215K	0.18%	157

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Miles Capital's PFBC Position: Q4 2019 in Review

Miles Capital sold out of Preferred Bank (PFBC) in Q4 2019, closing a stake of 4,558 shares — an estimated $239K sold.

Miles Capital first reported a position in PFBC in Q2 2019 and held it in 2 quarters. The position peaked at $239K in Q3 2019. 134 funds tracked by Wall St. Rank hold PFBC as of Q4 2019.

Miles Capital reported no remaining Preferred Bank position as of Q4 2019 after selling out during the quarter.
Miles Capital sold 4,558 Preferred Bank shares in Q4 2019, an estimated $239K.
Miles Capital first reported a position in Preferred Bank in Q2 2019 and held it in 2 quarters.
Miles Capital's Preferred Bank position peaked at $239K in Q3 2019.
134 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2019.

Based on Miles Capital's 13F filing for Q4 2019, filed 21 Jan 2020.