Mutual of America Capital Management’s Preferred Bank PFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,768
| Closed | -$207K | – | 1475 |
|
|
2022
Q4 | $207K | Buy |
2,768
+57
| +2% | +$4.15K | ﹤0.01% | 1380 |
|
|
2022
Q3 | $177K | Buy |
2,711
+424
| +19% | +$29.6K | ﹤0.01% | 1404 |
|
|
2022
Q2 | $156K | Buy |
2,287
+341
| +18% | +$23.3K | ﹤0.01% | 1400 |
|
|
2022
Q1 | $144K | Buy |
1,946
+72
| +4% | +$5.58K | ﹤0.01% | 1435 |
|
|
2021
Q4 | $135K | Buy |
1,874
+41
| +2% | +$2.83K | ﹤0.01% | 1456 |
|
|
2021
Q3 | $122K | Sell |
1,833
-95
| -5% | -$5.82K | ﹤0.01% | 1479 |
|
|
2021
Q2 | $122K | Buy |
1,928
+118
| +7% | +$7.85K | ﹤0.01% | 1518 |
|
|
2021
Q1 | $115K | Buy |
1,810
+105
| +6% | +$5.93K | ﹤0.01% | 1510 |
|
|
2020
Q4 | $86K | Buy |
1,705
+60
| +4% | +$2.34K | ﹤0.01% | 1519 |
|
|
2020
Q3 | $53K | Buy |
1,645
+986
| +150% | +$36.8K | ﹤0.01% | 1542 |
|
|
2020
Q2 | $28K | Sell |
659
-1,715
| -72% | -$63.1K | ﹤0.01% | 1478 |
|
|
2020
Q1 | $80K | Buy |
2,374
+87
| +4% | +$4.55K | ﹤0.01% | 1201 |
|
|
2019
Q4 | $137K | Sell |
2,287
-27
| -1% | -$1.48K | ﹤0.01% | 1165 |
|
|
2019
Q3 | $121K | Buy |
2,314
+12
| +0.5% | +$611 | ﹤0.01% | 1169 |
|
|
2019
Q2 | $109K | Buy |
2,302
+104
| +5% | +$4.88K | ﹤0.01% | 1184 |
|
|
2019
Q1 | $99K | Buy |
2,198
+51
| +2% | +$2.43K | ﹤0.01% | 1170 |
|
|
2018
Q4 | $93K | Buy |
2,147
+82
| +4% | +$4.19K | ﹤0.01% | 1161 |
|
|
2018
Q3 | $121K | Buy |
2,065
+265
| +15% | +$16.6K | ﹤0.01% | 1167 |
|
|
2018
Q2 | $111K | Hold |
1,800
| – | – | ﹤0.01% | 1166 |
|
|
2018
Q1 | $116K | Hold |
1,800
| – | – | ﹤0.01% | 1148 |
|
|
2017
Q4 | $106K | Hold |
1,800
| – | – | ﹤0.01% | 1155 |
|
|
2017
Q3 | $109K | Hold |
1,800
| – | – | ﹤0.01% | 1153 |
|
|
2017
Q2 | $96K | Hold |
1,800
| – | – | ﹤0.01% | 1154 |
|
|
2017
Q1 | $97K | Hold |
1,800
| – | – | ﹤0.01% | 1161 |
|
|
2016
Q4 | $94K | Hold |
1,800
| – | – | ﹤0.01% | 1151 |
|
|
2016
Q3 | $64K | Hold |
1,800
| – | – | ﹤0.01% | 1161 |
|
|
2016
Q2 | $52K | Hold |
1,800
| – | – | ﹤0.01% | 1178 |
|
|
2016
Q1 | $54K | Hold |
1,800
| – | – | ﹤0.01% | 1156 |
|
|
2015
Q4 | $59K | Hold |
1,800
| – | – | ﹤0.01% | 1154 |
|
|
2015
Q3 | $57K | Hold |
1,800
| – | – | ﹤0.01% | 1160 |
|
|
2015
Q2 | $54K | Buy |
1,800
+325
| +22% | +$9.29K | ﹤0.01% | 1169 |
|
|
2015
Q1 | $41K | Hold |
1,475
| – | – | ﹤0.01% | 1201 |
|
|
2014
Q4 | $41K | Buy |
+1,475
| New | +$37.6K | ﹤0.01% | 1190 |
|
|
2013
Q4 | – | Sell |
-1,336
| Closed | -$24K | – | 1237 |
|
|
2013
Q3 | $24K | Buy |
+1,336
| New | +$22.6K | ﹤0.01% | 1202 |
|
Other funds holding PFBC
N
Mutual of America Capital Management's PFBC Position: Q1 2023 in Review
Mutual of America Capital Management sold out of Preferred Bank (PFBC) in Q1 2023, closing a stake of 2,768 shares — an estimated $207K sold.
Mutual of America Capital Management first reported a position in PFBC in Q3 2013 and held it in 34 quarters. The position peaked at $207K in Q4 2022. 174 funds tracked by Wall St. Rank hold PFBC as of Q1 2023.
- Mutual of America Capital Management reported no remaining Preferred Bank position as of Q1 2023 after selling out during the quarter.
- Mutual of America Capital Management sold 2,768 Preferred Bank shares in Q1 2023, an estimated $207K.
- Mutual of America Capital Management first reported a position in Preferred Bank in Q3 2013 and held it in 34 quarters.
- Mutual of America Capital Management's Preferred Bank position peaked at $207K in Q4 2022.
- 174 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2023.
Based on Mutual of America Capital Management's 13F filing for Q1 2023, filed 4 May 2023.