NSIM
PVTD

North Star Investment Management’s PrivateBancorp, Inc. PVTD Stock Holding History

North Star Investment Management’s Portfolio PVTD Stock Details PVTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-26,975
Closed -$642K – 691
2013
Q4 		$642K Sell
26,975
-18,170
-40% -$442K 0.14% 168
2013
Q3 		$1.11M Sell
45,145
-2,290
-5% -$57.5K 0.3% 104
2013
Q2 		$1.23M Buy
+47,435
New +$1.25M 0.32% 88

Other funds holding PVTD

MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

North Star Investment Management's PVTD Position: Q1 2014 in Review

North Star Investment Management sold out of PrivateBancorp, Inc. (PVTD) in Q1 2014, closing a stake of 26,975 shares — an estimated $642K sold.

North Star Investment Management first reported a position in PVTD in Q2 2013 and held it in 3 quarters. The position peaked at $1.23M in Q2 2013. 4 funds tracked by Wall St. Rank hold PVTD as of Q1 2014.

  • North Star Investment Management reported no remaining PrivateBancorp, Inc. position as of Q1 2014 after selling out during the quarter.
  • North Star Investment Management sold 26,975 PrivateBancorp, Inc. shares in Q1 2014, an estimated $642K.
  • North Star Investment Management first reported a position in PrivateBancorp, Inc. in Q2 2013 and held it in 3 quarters.
  • North Star Investment Management's PrivateBancorp, Inc. position peaked at $1.23M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held PrivateBancorp, Inc. as of Q1 2014.

Based on North Star Investment Management's 13F filing for Q1 2014, filed 29 Apr 2014.