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Rikoon Group’s Peapack-Gladstone Financial PGC Stock Holding History

Rikoon Group’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,400
Closed -$229K – 201
2019
Q4 		$229K Hold
7,400
– – 0.08% 190
2019
Q3 		$207K Sell
7,400
-549
-7% -$15.4K 0.08% 196
2019
Q2 		$224K Sell
7,949
-1,301
-14% -$36.1K 0.08% 189
2019
Q1 		$243K Hold
9,250
– – 0.09% 179
2018
Q4 		$233K Sell
9,250
-1,000
-10% -$27.6K 0.1% 175
2018
Q3 		$316K Sell
10,250
-1,039
-9% -$34.7K 0.11% 166
2018
Q2 		$390K Sell
11,289
-1,000
-8% -$34.1K 0.15% 139
2018
Q1 		$407K Sell
12,289
-250
-2% -$8.74K 0.16% 129
2017
Q4 		$439K Sell
12,539
-2,510
-17% -$85.9K 0.18% 116
2017
Q3 		$508K Sell
15,049
-1,500
-9% -$47.2K 0.22% 108
2017
Q2 		$517K Hold
16,549
– – 0.23% 105
2017
Q1 		$531K Buy
16,549
+39
+0.2% +$1.2K 0.23% 102
2016
Q4 		$523K Buy
16,510
+7,127
+76% +$184K 0.23% 103
2016
Q3 		$210K Buy
+9,383
New +$191K 0.17% 128

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Rikoon Group's PGC Position: Q1 2020 in Review

Rikoon Group sold out of Peapack-Gladstone Financial (PGC) in Q1 2020, closing a stake of 7,400 shares — an estimated $229K sold.

Rikoon Group first reported a position in PGC in Q3 2016 and held it in 14 quarters. The position peaked at $531K in Q1 2017. 114 funds tracked by Wall St. Rank hold PGC as of Q1 2020.

  • Rikoon Group reported no remaining Peapack-Gladstone Financial position as of Q1 2020 after selling out during the quarter.
  • Rikoon Group sold 7,400 Peapack-Gladstone Financial shares in Q1 2020, an estimated $229K.
  • Rikoon Group first reported a position in Peapack-Gladstone Financial in Q3 2016 and held it in 14 quarters.
  • Rikoon Group's Peapack-Gladstone Financial position peaked at $531K in Q1 2017.
  • 114 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2020.

Based on Rikoon Group's 13F filing for Q1 2020, filed 30 Apr 2020.