PCP
EVBN

Proficio Capital Partners’s Evans Bancorp Inc EVBN Stock Holding History

Proficio Capital Partners’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-226
Closed -$9K – 1612
2019
Q2 		$9K Hold
226
– – ﹤0.01% 998
2019
Q1 		$8K Buy
+226
New +$7.91K ﹤0.01% 973

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Proficio Capital Partners's EVBN Position: Q3 2019 in Review

Proficio Capital Partners sold out of Evans Bancorp Inc (EVBN) in Q3 2019, closing a stake of 226 shares — an estimated $9K sold.

Proficio Capital Partners first reported a position in EVBN in Q1 2019 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 59 funds tracked by Wall St. Rank hold EVBN as of Q3 2019.

  • Proficio Capital Partners reported no remaining Evans Bancorp Inc position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 226 Evans Bancorp Inc shares in Q3 2019, an estimated $9K.
  • Proficio Capital Partners first reported a position in Evans Bancorp Inc in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's Evans Bancorp Inc position peaked at $9K in Q2 2019.
  • 59 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.