SSWM
PPBI

Sheets Smith Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History

Sheets Smith Wealth Management’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-18,647
Closed -$493K – 295
2016
Q3 		$493K Sell
18,647
-750
-4% -$19.4K 0.14% 181
2016
Q2 		$466K Buy
19,397
+4,648
+32% +$108K 0.14% 179
2016
Q1 		$315K Sell
14,749
-755
-5% -$15.4K 0.1% 177
2015
Q4 		$329K Buy
+15,504
New +$341K 0.1% 177

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Vanguard Group
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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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return