Tarbox Family Office’s Banner Corp BANR Stock Holding History

Tarbox Family Office’s Portfolio BANR Stock Details BANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-90	Closed	-$5K	–	1124
2019 Q4	$5K	Sell	90 -24	-21%	-$1.33K	﹤0.01%	482
2019 Q3	$6K	Buy	+114	New	+$6.29K	﹤0.01%	411

Other funds holding BANR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Tarbox Family Office's BANR Position: Q1 2020 in Review

Tarbox Family Office sold out of Banner Corp (BANR) in Q1 2020, closing a stake of 90 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in BANR in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q3 2019. 164 funds tracked by Wall St. Rank hold BANR as of Q1 2020.

Tarbox Family Office reported no remaining Banner Corp position as of Q1 2020 after selling out during the quarter.
Tarbox Family Office sold 90 Banner Corp shares in Q1 2020, an estimated $5K.
Tarbox Family Office first reported a position in Banner Corp in Q3 2019 and held it in 2 quarters.
Tarbox Family Office's Banner Corp position peaked at $6K in Q3 2019.
164 funds tracked by Wall St. Rank held Banner Corp as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.