PH
IBCA

Pinnacle Holdings’s INTERVEST BANCSHARES CORP COM IBCA Stock Holding History

Pinnacle Holdings’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-70,155
Closed -$671K – 217
2014
Q3 		$671K Sell
70,155
-3,400
-5% -$30.6K 0.17% 121
2014
Q2 		$569K Hold
73,555
– – 0.14% 127
2014
Q1 		$548K Buy
73,555
+1,730
+2% +$13K 0.15% 123
2013
Q4 		$539K Buy
71,825
+4,050
+6% +$29.7K 0.16% 115
2013
Q3 		$537K Buy
67,775
+2,000
+3% +$14.4K 0.17% 110
2013
Q2 		$439K Buy
+65,775
New +$405K 0.14% 115

Other funds holding IBCA

NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
LOM
Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Pinnacle Holdings's IBCA Position: Q4 2014 in Review

Pinnacle Holdings sold out of INTERVEST BANCSHARES CORP COM (IBCA) in Q4 2014, closing a stake of 70,155 shares — an estimated $671K sold.

Pinnacle Holdings first reported a position in IBCA in Q2 2013 and held it in 6 quarters. The position peaked at $671K in Q3 2014. 51 funds tracked by Wall St. Rank hold IBCA as of Q4 2014.

  • Pinnacle Holdings reported no remaining INTERVEST BANCSHARES CORP COM position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Holdings sold 70,155 INTERVEST BANCSHARES CORP COM shares in Q4 2014, an estimated $671K.
  • Pinnacle Holdings first reported a position in INTERVEST BANCSHARES CORP COM in Q2 2013 and held it in 6 quarters.
  • Pinnacle Holdings's INTERVEST BANCSHARES CORP COM position peaked at $671K in Q3 2014.
  • 51 funds tracked by Wall St. Rank held INTERVEST BANCSHARES CORP COM as of Q4 2014.

Based on Pinnacle Holdings's 13F filing for Q4 2014, filed 12 Feb 2015.