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TCW Group’s Pathfinder Bancorp PBHC Stock Holding History

TCW Group’s Portfolio PBHC Stock Details PBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-36,164
Closed -$551K – 384
2017
Q4 		$551K Sell
36,164
-11,400
-24% -$175K ﹤0.01% 330
2017
Q3 		$722K Sell
47,564
-2,400
-5% -$36.6K 0.01% 313
2017
Q2 		$787K Sell
49,964
-44,400
-47% -$673K 0.01% 306
2017
Q1 		$1.37M Sell
94,364
-51,186
-35% -$731K 0.01% 268
2016
Q4 		$1.96M Buy
+145,550
New +$1.82M 0.01% 358

Other funds holding PBHC

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SMP
Santa Monica Partners Palm Beach Gardens, Florida $179M AUM 19.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

TCW Group's PBHC Position: Q1 2018 in Review

TCW Group sold out of Pathfinder Bancorp (PBHC) in Q1 2018, closing a stake of 36,164 shares — an estimated $551K sold.

TCW Group first reported a position in PBHC in Q4 2016 and held it in 5 quarters. The position peaked at $1.96M in Q4 2016. 15 funds tracked by Wall St. Rank hold PBHC as of Q1 2018.

  • TCW Group reported no remaining Pathfinder Bancorp position as of Q1 2018 after selling out during the quarter.
  • TCW Group sold 36,164 Pathfinder Bancorp shares in Q1 2018, an estimated $551K.
  • TCW Group first reported a position in Pathfinder Bancorp in Q4 2016 and held it in 5 quarters.
  • TCW Group's Pathfinder Bancorp position peaked at $1.96M in Q4 2016.
  • 15 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q1 2018.

Based on TCW Group's 13F filing for Q1 2018, filed 11 May 2018.