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Sterling Investment Advisors (Pennsylvania)’s Banc of California BANC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-237
Closed -$3K – 405
2019
Q3 		$3K Hold
237
– – ﹤0.01% 380
2019
Q2 		$3K Hold
237
– – ﹤0.01% 384
2019
Q1 		$3K Hold
237
– – ﹤0.01% 376
2018
Q4 		$3K Buy
+237
New +$3.85K ﹤0.01% 370

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s BANC Position: Q4 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Banc of California (BANC) in Q4 2019, closing a stake of 237 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in BANC in Q4 2018 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 143 funds tracked by Wall St. Rank hold BANC as of Q4 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Banc of California position as of Q4 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 237 Banc of California shares in Q4 2019, an estimated $3K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Banc of California in Q4 2018 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Banc of California position peaked at $3K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Banc of California as of Q4 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 10 Feb 2020.