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Shepherd Kaplan Krochuk’s Banc of California BANC Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-14,328
Closed -$209K – 293
2015
Q4 		$209K Buy
+14,328
New +$198K 0.06% 261

Other funds holding BANC

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

Shepherd Kaplan Krochuk's BANC Position: Q1 2016 in Review

Shepherd Kaplan Krochuk sold out of Banc of California (BANC) in Q1 2016, closing a stake of 14,328 shares — an estimated $209K sold.

Shepherd Kaplan Krochuk first reported a position in BANC in Q4 2015 and held it in 1 quarter. The position peaked at $209K in Q4 2015. 168 funds tracked by Wall St. Rank hold BANC as of Q1 2016.

  • Shepherd Kaplan Krochuk reported no remaining Banc of California position as of Q1 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 14,328 Banc of California shares in Q1 2016, an estimated $209K.
  • Shepherd Kaplan Krochuk first reported a position in Banc of California in Q4 2015 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Banc of California position peaked at $209K in Q4 2015.
  • 168 funds tracked by Wall St. Rank held Banc of California as of Q1 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2016, filed 16 May 2016.