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Tradewinds Global Investors’s Preferred Bank PFBC Stock Holding History

Tradewinds Global Investors’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-9,605
Closed -$277K – 117
2016
Q2 		$277K Buy
+9,605
New +$299K 0.02% 123

Other funds holding PFBC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Tradewinds Global Investors's PFBC Position: Q3 2016 in Review

Tradewinds Global Investors sold out of Preferred Bank (PFBC) in Q3 2016, closing a stake of 9,605 shares — an estimated $277K sold.

Tradewinds Global Investors first reported a position in PFBC in Q2 2016 and held it in 1 quarter. The position peaked at $277K in Q2 2016. 107 funds tracked by Wall St. Rank hold PFBC as of Q3 2016.

  • Tradewinds Global Investors reported no remaining Preferred Bank position as of Q3 2016 after selling out during the quarter.
  • Tradewinds Global Investors sold 9,605 Preferred Bank shares in Q3 2016, an estimated $277K.
  • Tradewinds Global Investors first reported a position in Preferred Bank in Q2 2016 and held it in 1 quarter.
  • Tradewinds Global Investors's Preferred Bank position peaked at $277K in Q2 2016.
  • 107 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2016.

Based on Tradewinds Global Investors's 13F filing for Q3 2016, filed 14 Nov 2016.