SFS
BOCH

Sowell Financial Services’s Bank of Commerce Holdings (CA) BOCH Stock Holding History

Sowell Financial Services’s Portfolio BOCH Stock Details BOCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-600
Closed -$6K – 3403
2020
Q4 		$6K Buy
+600
New +$5.32K ﹤0.01% 2247

Other funds holding BOCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Sowell Financial Services's BOCH Position: Q1 2021 in Review

Sowell Financial Services sold out of Bank of Commerce Holdings (CA) (BOCH) in Q1 2021, closing a stake of 600 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in BOCH in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 71 funds tracked by Wall St. Rank hold BOCH as of Q1 2021.

  • Sowell Financial Services reported no remaining Bank of Commerce Holdings (CA) position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 600 Bank of Commerce Holdings (CA) shares in Q1 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Bank of Commerce Holdings (CA) in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's Bank of Commerce Holdings (CA) position peaked at $6K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held Bank of Commerce Holdings (CA) as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.