Rosenthal Henry Capital Advisors’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-49,975
Closed -$3.02M 64
2017
Q3
$3.02M Buy
49,975
+17,650
+55% +$973K 2.31% 15
2017
Q2
$1.73M Buy
32,325
+800
+3% +$41.2K 1.43% 32
2017
Q1
$1.69M Buy
31,525
+1,525
+5% +$82.8K 1.42% 33
2016
Q4
$1.57M Buy
+30,000
New +$1.27M 1.3% 36

Other funds holding PFBC

Rosenthal Henry Capital Advisors's PFBC Position: Q4 2017 in Review

Rosenthal Henry Capital Advisors sold out of Preferred Bank (PFBC) in Q4 2017, closing a stake of 49,975 shares — an estimated $3.02M sold.

Rosenthal Henry Capital Advisors first reported a position in PFBC in Q4 2016 and held it in 4 quarters. The position peaked at $3.02M in Q3 2017. 139 funds tracked by Wall St. Rank hold PFBC as of Q4 2017.

  • Rosenthal Henry Capital Advisors reported no remaining Preferred Bank position as of Q4 2017 after selling out during the quarter.
  • Rosenthal Henry Capital Advisors sold 49,975 Preferred Bank shares in Q4 2017, an estimated $3.02M.
  • Rosenthal Henry Capital Advisors first reported a position in Preferred Bank in Q4 2016 and held it in 4 quarters.
  • Rosenthal Henry Capital Advisors's Preferred Bank position peaked at $3.02M in Q3 2017.
  • 139 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2017.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q4 2017, filed 2 Feb 2018.