SQA
PPBI

Simon Quick Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Simon Quick Advisors’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
2020
Q1 		– Sell
-321
Closed -$10K – 655
2019
Q4 		$10K Buy
+321
New +$10.5K ﹤0.01% 402

Other funds holding PPBI

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T. Rowe Price Associates
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Simon Quick Advisors's PPBI Position: Q1 2020 in Review

Simon Quick Advisors sold out of Pacific Premier Bancorp (PPBI) in Q1 2020, closing a stake of 321 shares — an estimated $10K sold.

Simon Quick Advisors first reported a position in PPBI in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 175 funds tracked by Wall St. Rank hold PPBI as of Q1 2020.

  • Simon Quick Advisors reported no remaining Pacific Premier Bancorp position as of Q1 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 321 Pacific Premier Bancorp shares in Q1 2020, an estimated $10K.
  • Simon Quick Advisors first reported a position in Pacific Premier Bancorp in Q4 2019 and held it in 1 quarter.
  • Simon Quick Advisors's Pacific Premier Bancorp position peaked at $10K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.