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TCI Wealth Advisors’s Plumas Bancorp PLBC Stock Holding History

TCI Wealth Advisors’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,584
Closed -$66K – 1621
2020
Q1 		$66K Hold
3,584
– – 0.03% 263
2019
Q4 		$95K Buy
3,584
+31
+0.9% +$732 0.04% 262
2019
Q3 		$72K Hold
3,553
– – 0.03% 264
2019
Q2 		$86K Buy
3,553
+32
+0.9% +$789 0.04% 235
2019
Q1 		$80K Hold
3,521
– – 0.04% 266
2018
Q4 		$80K Buy
3,521
+24
+0.7% +$587 0.04% 251
2018
Q3 		$87K Hold
3,497
– – 0.04% 257
2018
Q2 		$99K Hold
3,497
– – 0.04% 222
2018
Q1 		$87K Hold
3,497
– – 0.04% 248
2017
Q4 		$81K Hold
3,497
– – 0.04% 265
2017
Q3 		$73K Hold
3,497
– – 0.04% 259
2017
Q2 		$74K Hold
3,497
– – 0.04% 252
2017
Q1 		$64K Hold
3,497
– – 0.03% 271
2016
Q4 		$66K Hold
3,497
– – 0.03% 287
2016
Q3 		$36K Hold
3,497
– – 0.02% 345
2016
Q2 		$32K Hold
3,497
– – 0.02% 348
2016
Q1 		$31K Hold
3,497
– – 0.02% 359
2015
Q4 		$30K Hold
3,497
– – 0.02% 377
2015
Q3 		$31K Hold
3,497
– – 0.02% 337
2015
Q2 		$33K Hold
3,497
– – 0.02% 321
2015
Q1 		$33K Hold
3,497
– – 0.02% 282
2014
Q4 		$28K Hold
3,497
– – 0.02% 314
2014
Q3 		$27K Hold
3,497
– – 0.02% 301
2014
Q2 		$24K Hold
3,497
– – 0.01% 327
2014
Q1 		$22K Hold
3,497
– – 0.01% 318
2013
Q4 		$22K Hold
3,497
– – 0.01% 331
2013
Q3 		$22K Sell
3,497
-1,982
-36% -$12.3K 0.02% 286
2013
Q2 		$34K Buy
+5,479
New +$30.1K 0.03% 250

Other funds holding PLBC

SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCI Wealth Advisors's PLBC Position: Q2 2020 in Review

TCI Wealth Advisors sold out of Plumas Bancorp (PLBC) in Q2 2020, closing a stake of 3,584 shares — an estimated $66K sold.

TCI Wealth Advisors first reported a position in PLBC in Q2 2013 and held it in 28 quarters. The position peaked at $99K in Q2 2018. 41 funds tracked by Wall St. Rank hold PLBC as of Q2 2020.

  • TCI Wealth Advisors reported no remaining Plumas Bancorp position as of Q2 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 3,584 Plumas Bancorp shares in Q2 2020, an estimated $66K.
  • TCI Wealth Advisors first reported a position in Plumas Bancorp in Q2 2013 and held it in 28 quarters.
  • TCI Wealth Advisors's Plumas Bancorp position peaked at $99K in Q2 2018.
  • 41 funds tracked by Wall St. Rank held Plumas Bancorp as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.