Stifel Financial
PVTB

Stifel Financial’s PrivateBancorp Inc PVTB Stock Holding History

Stifel Financial’s Portfolio PVTB Stock Details PVTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-90,051
Closed -$5.35M – 2678
2017
Q1 		$5.35M Buy
90,051
+2,768
+3% +$155K 0.02% 674
2016
Q4 		$4.73M Sell
87,283
-719
-0.8% -$34.6K 0.02% 681
2016
Q3 		$4.04M Sell
88,002
-388,453
-82% -$17.4M 0.02% 715
2016
Q2 		$21M Buy
476,455
+75,466
+19% +$3.07M 0.1% 224
2016
Q1 		$15.5M Buy
400,989
+255,734
+176% +$9.38M 0.08% 244
2015
Q4 		$5.95M Buy
145,255
+58,900
+68% +$2.47M 0.03% 493
2015
Q3 		$3.31M Buy
86,355
+31,374
+57% +$1.24M 0.02% 693
2015
Q2 		$2.19M Buy
54,981
+13,691
+33% +$523K 0.01% 945
2015
Q1 		$1.45M Buy
41,290
+473
+1% +$16K 0.01% 1095
2014
Q4 		$1.36M Buy
+40,817
New +$1.28M 0.01% 1106

Other funds holding PVTB

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Stifel Financial's PVTB Position: Q2 2017 in Review

Stifel Financial sold out of PrivateBancorp Inc (PVTB) in Q2 2017, closing a stake of 90,051 shares — an estimated $5.35M sold.

Stifel Financial first reported a position in PVTB in Q4 2014 and held it in 10 quarters. The position peaked at $21M in Q2 2016. 2 funds tracked by Wall St. Rank hold PVTB as of Q2 2017.

  • Stifel Financial reported no remaining PrivateBancorp Inc position as of Q2 2017 after selling out during the quarter.
  • Stifel Financial sold 90,051 PrivateBancorp Inc shares in Q2 2017, an estimated $5.35M.
  • Stifel Financial first reported a position in PrivateBancorp Inc in Q4 2014 and held it in 10 quarters.
  • Stifel Financial's PrivateBancorp Inc position peaked at $21M in Q2 2016.
  • 2 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q2 2017.

Based on Stifel Financial's 13F filing for Q2 2017, filed 14 Aug 2017.