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Nationwide Fund Advisors’s Preferred Bank PFBC Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-46,144
Closed -$2.79M – 1521
2017
Q3 		$2.79M Sell
46,144
-9,909
-18% -$546K 0.01% 1304
2017
Q2 		$3M Sell
56,053
-1,728
-3% -$89K 0.01% 1262
2017
Q1 		$3.1M Sell
57,781
-6,950
-11% -$377K 0.01% 1213
2016
Q4 		$3.39M Sell
64,731
-2,955
-4% -$125K 0.01% 1186
2016
Q3 		$2.42M Buy
67,686
+25,000
+59% +$841K 0.01% 1301
2016
Q2 		$1.23M Sell
42,686
-968
-2% -$30.1K 0.01% 1605
2016
Q1 		$1.32M Sell
43,654
-370
-0.8% -$11.1K 0.01% 1548
2015
Q4 		$1.45M Sell
44,024
-380
-0.9% -$12.8K 0.01% 1518
2015
Q3 		$1.4M Hold
44,404
– – 0.01% 1552
2015
Q2 		$1.33M Sell
44,404
-1,744
-4% -$49.8K 0.01% 1687
2015
Q1 		$1.27M Buy
46,148
+7,865
+21% +$213K 0.01% 1763
2014
Q4 		$1.07M Sell
38,283
-6,524
-15% -$166K ﹤0.01% 1790
2014
Q3 		$1.01M Sell
44,807
-366
-0.8% -$8.53K ﹤0.01% 1833
2014
Q2 		$1.07M Buy
45,173
+120
+0.3% +$2.79K ﹤0.01% 1822
2014
Q1 		$1.17M Buy
45,053
+9,600
+27% +$218K 0.01% 1650
2013
Q4 		$711K Buy
35,453
+4,701
+15% +$92.6K ﹤0.01% 2058
2013
Q3 		$547K Sell
30,752
-291
-0.9% -$4.92K ﹤0.01% 2181
2013
Q2 		$512K Buy
+31,043
New +$499K ﹤0.01% 2009

Other funds holding PFBC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nationwide Fund Advisors's PFBC Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Preferred Bank (PFBC) in Q4 2017, closing a stake of 46,144 shares — an estimated $2.79M sold.

Nationwide Fund Advisors first reported a position in PFBC in Q2 2013 and held it in 18 quarters. The position peaked at $3.39M in Q4 2016. 139 funds tracked by Wall St. Rank hold PFBC as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Preferred Bank position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 46,144 Preferred Bank shares in Q4 2017, an estimated $2.79M.
  • Nationwide Fund Advisors first reported a position in Preferred Bank in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Preferred Bank position peaked at $3.39M in Q4 2016.
  • 139 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.