Sittner & Nelson’s Preferred Bank PFBC Stock Holding History

Sittner & Nelson’s Portfolio PFBC Stock Details PFBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-44	Closed	-$2K	–	433
2020 Q4	$2K	Buy	+44	New	+$1.72K	﹤0.01%	390

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sittner & Nelson's PFBC Position: Q1 2021 in Review

Sittner & Nelson sold out of Preferred Bank (PFBC) in Q1 2021, closing a stake of 44 shares — an estimated $2K sold.

Sittner & Nelson first reported a position in PFBC in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 132 funds tracked by Wall St. Rank hold PFBC as of Q1 2021.

Sittner & Nelson reported no remaining Preferred Bank position as of Q1 2021 after selling out during the quarter.
Sittner & Nelson sold 44 Preferred Bank shares in Q1 2021, an estimated $2K.
Sittner & Nelson first reported a position in Preferred Bank in Q4 2020 and held it in 1 quarter.
Sittner & Nelson's Preferred Bank position peaked at $2K in Q4 2020.
132 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2021.

Based on Sittner & Nelson's 13F filing for Q1 2021, filed 6 May 2021.