Smith Group Asset Management’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,520
Closed -$151K 333
2020
Q2
$151K Sell
3,520
-50
-1% -$1.84K 0.01% 176
2020
Q1
$121K Buy
+3,570
New +$187K 0.01% 199

Other funds holding PFBC

Smith Group Asset Management's PFBC Position: Q3 2020 in Review

Smith Group Asset Management sold out of Preferred Bank (PFBC) in Q3 2020, closing a stake of 3,520 shares — an estimated $151K sold.

Smith Group Asset Management first reported a position in PFBC in Q1 2020 and held it in 2 quarters. The position peaked at $151K in Q2 2020. 118 funds tracked by Wall St. Rank hold PFBC as of Q3 2020.

  • Smith Group Asset Management reported no remaining Preferred Bank position as of Q3 2020 after selling out during the quarter.
  • Smith Group Asset Management sold 3,520 Preferred Bank shares in Q3 2020, an estimated $151K.
  • Smith Group Asset Management first reported a position in Preferred Bank in Q1 2020 and held it in 2 quarters.
  • Smith Group Asset Management's Preferred Bank position peaked at $151K in Q2 2020.
  • 118 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2020.

Based on Smith Group Asset Management's 13F filing for Q3 2020, filed 4 Nov 2020.