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Opus Capital Group’s Preferred Bank PFBC Stock Holding History

Opus Capital Group’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
2019
Q2 		– Sell
-17,289
Closed -$778K – 206
2019
Q1 		$778K Sell
17,289
-20,990
-55% -$1,000K 0.21% 107
2018
Q4 		$1.66M Buy
38,279
+887
+2% +$45.3K 0.35% 72
2018
Q3 		$2.19M Buy
37,392
+717
+2% +$44.9K 0.49% 52
2018
Q2 		$2.25M Buy
+36,675
New +$2.37M 0.55% 47

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Opus Capital Group's PFBC Position: Q2 2019 in Review

Opus Capital Group sold out of Preferred Bank (PFBC) in Q2 2019, closing a stake of 17,289 shares — an estimated $778K sold.

Opus Capital Group first reported a position in PFBC in Q2 2018 and held it in 4 quarters. The position peaked at $2.25M in Q2 2018. 137 funds tracked by Wall St. Rank hold PFBC as of Q2 2019.

  • Opus Capital Group reported no remaining Preferred Bank position as of Q2 2019 after selling out during the quarter.
  • Opus Capital Group sold 17,289 Preferred Bank shares in Q2 2019, an estimated $778K.
  • Opus Capital Group first reported a position in Preferred Bank in Q2 2018 and held it in 4 quarters.
  • Opus Capital Group's Preferred Bank position peaked at $2.25M in Q2 2018.
  • 137 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2019.

Based on Opus Capital Group's 13F filing for Q2 2019, filed 8 Aug 2019.