SFP
FCBP

Shepherd Financial Partners’s First Choice Bancorp Common Stock FCBP Stock Holding History

Shepherd Financial Partners’s Portfolio FCBP Stock Details FCBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,822
Closed -$246K – 131
2019
Q2 		$246K Hold
10,822
– – 0.05% 120
2019
Q1 		$233K Hold
10,822
– – 0.05% 120
2018
Q4 		$245K Buy
+10,822
New +$252K 0.05% 117

Other funds holding FCBP

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shepherd Financial Partners's FCBP Position: Q3 2019 in Review

Shepherd Financial Partners sold out of First Choice Bancorp Common Stock (FCBP) in Q3 2019, closing a stake of 10,822 shares — an estimated $246K sold.

Shepherd Financial Partners first reported a position in FCBP in Q4 2018 and held it in 3 quarters. The position peaked at $246K in Q2 2019. 53 funds tracked by Wall St. Rank hold FCBP as of Q3 2019.

  • Shepherd Financial Partners reported no remaining First Choice Bancorp Common Stock position as of Q3 2019 after selling out during the quarter.
  • Shepherd Financial Partners sold 10,822 First Choice Bancorp Common Stock shares in Q3 2019, an estimated $246K.
  • Shepherd Financial Partners first reported a position in First Choice Bancorp Common Stock in Q4 2018 and held it in 3 quarters.
  • Shepherd Financial Partners's First Choice Bancorp Common Stock position peaked at $246K in Q2 2019.
  • 53 funds tracked by Wall St. Rank held First Choice Bancorp Common Stock as of Q3 2019.

Based on Shepherd Financial Partners's 13F filing for Q3 2019, filed 25 Nov 2019.