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Mountain Capital Investment Advisors’s Banc of California BANC Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-279
Closed -$6K – 70
2017
Q3 		$6K Buy
+279
New +$5.5K 0.01% 323

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PCA
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CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Mountain Capital Investment Advisors's BANC Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Banc of California (BANC) in Q4 2017, closing a stake of 279 shares — an estimated $6K sold.

Mountain Capital Investment Advisors first reported a position in BANC in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 192 funds tracked by Wall St. Rank hold BANC as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Banc of California position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 279 Banc of California shares in Q4 2017, an estimated $6K.
  • Mountain Capital Investment Advisors first reported a position in Banc of California in Q3 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Banc of California position peaked at $6K in Q3 2017.
  • 192 funds tracked by Wall St. Rank held Banc of California as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.