SDWMA
PMBC

Schneider Downs Wealth Management Advisors’s Pacific Mercantile Bancorp PMBC Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio PMBC Stock Details PMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-12,026
Closed -$86K – 74
2018
Q4 		$86K Buy
+12,026
New +$96.4K 0.04% 65

Other funds holding PMBC

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's PMBC Position: Q1 2019 in Review

Schneider Downs Wealth Management Advisors sold out of Pacific Mercantile Bancorp (PMBC) in Q1 2019, closing a stake of 12,026 shares — an estimated $86K sold.

Schneider Downs Wealth Management Advisors first reported a position in PMBC in Q4 2018 and held it in 1 quarter. The position peaked at $86K in Q4 2018. 62 funds tracked by Wall St. Rank hold PMBC as of Q1 2019.

  • Schneider Downs Wealth Management Advisors reported no remaining Pacific Mercantile Bancorp position as of Q1 2019 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 12,026 Pacific Mercantile Bancorp shares in Q1 2019, an estimated $86K.
  • Schneider Downs Wealth Management Advisors first reported a position in Pacific Mercantile Bancorp in Q4 2018 and held it in 1 quarter.
  • Schneider Downs Wealth Management Advisors's Pacific Mercantile Bancorp position peaked at $86K in Q4 2018.
  • 62 funds tracked by Wall St. Rank held Pacific Mercantile Bancorp as of Q1 2019.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2019, filed 1 May 2019.