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Proficio Capital Partners’s Fidelity D&D Bancorp FDBC Stock Holding History

Proficio Capital Partners’s Portfolio FDBC Stock Details FDBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-141
Closed -$9K – 616
2019
Q2 		$9K Buy
141
+38
+37% +$2.29K ﹤0.01% 969
2019
Q1 		$6K Buy
+103
New +$6.19K ﹤0.01% 1049

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Northern Trust
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Bank of New York Mellon
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Dimensional Fund Advisors
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Proficio Capital Partners sold out of Fidelity D&D Bancorp (FDBC) in Q3 2019, closing a stake of 141 shares — an estimated $9K sold.

Proficio Capital Partners first reported a position in FDBC in Q1 2019 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 35 funds tracked by Wall St. Rank hold FDBC as of Q3 2019.

  • Proficio Capital Partners reported no remaining Fidelity D&D Bancorp position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 141 Fidelity D&D Bancorp shares in Q3 2019, an estimated $9K.
  • Proficio Capital Partners first reported a position in Fidelity D&D Bancorp in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's Fidelity D&D Bancorp position peaked at $9K in Q2 2019.
  • 35 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q3 2019.

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