Paloma Partners’s Preferred Bank PFBC Stock Holding History

Paloma Partners’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	-12,255	Closed	-$551K	–	2084
2019 Q1	$551K	Buy	12,255 +4,334	+55%	+$206K	0.01%	1009
2018 Q4	$343K	Buy	+7,921	New	+$404K	0.01%	817

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Paloma Partners's PFBC Position: Q2 2019 in Review

Paloma Partners sold out of Preferred Bank (PFBC) in Q2 2019, closing a stake of 12,255 shares — an estimated $551K sold.

Paloma Partners first reported a position in PFBC in Q4 2018 and held it in 2 quarters. The position peaked at $551K in Q1 2019. 137 funds tracked by Wall St. Rank hold PFBC as of Q2 2019.

Paloma Partners reported no remaining Preferred Bank position as of Q2 2019 after selling out during the quarter.
Paloma Partners sold 12,255 Preferred Bank shares in Q2 2019, an estimated $551K.
Paloma Partners first reported a position in Preferred Bank in Q4 2018 and held it in 2 quarters.
Paloma Partners's Preferred Bank position peaked at $551K in Q1 2019.
137 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2019.

Based on Paloma Partners's 13F filing for Q2 2019, filed 14 Aug 2019.