NFG
PPBI

Next Financial Group’s Pacific Premier Bancorp PPBI Stock Holding History

Next Financial Group’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-96
Closed -$3K – 2188
2016
Q4 		$3K Hold
96
– – ﹤0.01% 2099
2016
Q3 		$3K Buy
+96
New +$2.48K ﹤0.01% 2087

Other funds holding PPBI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Next Financial Group's PPBI Position: Q1 2017 in Review

Next Financial Group sold out of Pacific Premier Bancorp (PPBI) in Q1 2017, closing a stake of 96 shares — an estimated $3K sold.

Next Financial Group first reported a position in PPBI in Q3 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 140 funds tracked by Wall St. Rank hold PPBI as of Q1 2017.

  • Next Financial Group reported no remaining Pacific Premier Bancorp position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 96 Pacific Premier Bancorp shares in Q1 2017, an estimated $3K.
  • Next Financial Group first reported a position in Pacific Premier Bancorp in Q3 2016 and held it in 2 quarters.
  • Next Financial Group's Pacific Premier Bancorp position peaked at $3K in Q4 2016.
  • 140 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.