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Sonora Investment Management’s Preferred Bank PFBC Stock Holding History

Sonora Investment Management’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
2020
Q3 		– Sell
-70
Closed -$3K – 1850
2020
Q2 		$3K Buy
+70
New +$2.58K ﹤0.01% 1525

Other funds holding PFBC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sonora Investment Management's PFBC Position: Q3 2020 in Review

Sonora Investment Management sold out of Preferred Bank (PFBC) in Q3 2020, closing a stake of 70 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in PFBC in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 118 funds tracked by Wall St. Rank hold PFBC as of Q3 2020.

  • Sonora Investment Management reported no remaining Preferred Bank position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 70 Preferred Bank shares in Q3 2020, an estimated $3K.
  • Sonora Investment Management first reported a position in Preferred Bank in Q2 2020 and held it in 1 quarter.
  • Sonora Investment Management's Preferred Bank position peaked at $3K in Q2 2020.
  • 118 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.