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Schutz Anton Villars’s Peapack-Gladstone Financial PGC Stock Holding History

Schutz Anton Villars’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
2013
Q4 		$70K Sell
3,691
-309
-8% -$5.64K 1.59% 24
2013
Q3 		$74K Hold
4,000
– – 1.6% 26
2013
Q2 		$70K Buy
+4,000
New +$60.9K 1.7% 25

Other funds holding PGC

PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Schutz Anton Villars's PGC Position: Q4 2013 in Review

Schutz Anton Villars reduced its Peapack-Gladstone Financial (PGC) stake by 7.7% in Q4 2013, selling an estimated $5.64K and leaving 3,691 shares worth $70K. The position accounts for 1.59% of the portfolio, ranked #24.

Schutz Anton Villars first reported a position in PGC in Q2 2013 and has held it in 3 quarters since. The position peaked at $74K in Q3 2013. 58 funds tracked by Wall St. Rank hold PGC as of Q4 2013.

  • Schutz Anton Villars held 3,691 shares of Peapack-Gladstone Financial worth $70K as of Q4 2013.
  • Schutz Anton Villars sold 309 Peapack-Gladstone Financial shares in Q4 2013, an estimated $5.64K.
  • Peapack-Gladstone Financial made up 1.59% of Schutz Anton Villars's portfolio in Q4 2013, its #24 holding.
  • Schutz Anton Villars first reported a position in Peapack-Gladstone Financial in Q2 2013 and has held it in 3 quarters since.
  • Schutz Anton Villars's Peapack-Gladstone Financial position peaked at $74K in Q3 2013.
  • 58 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2013.

Based on Schutz Anton Villars's 13F filing for Q4 2013, filed 14 Feb 2014.