United Capital Financial Advisors’s PrivateBancorp Inc PVTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-30,539
| Closed | -$1.34M | – | 1326 |
|
|
2016
Q2 | $1.34M | Sell |
30,539
-7,389
| -19% | -$325K | 0.01% | 650 |
|
|
2016
Q1 | $1.46M | Buy |
37,928
+3,668
| +11% | +$142K | 0.02% | 604 |
|
|
2015
Q4 | $1.41M | Buy |
34,260
+11,825
| +53% | +$485K | 0.02% | 615 |
|
|
2015
Q3 | $860K | Buy |
22,435
+4,415
| +25% | +$169K | 0.01% | 734 |
|
|
2015
Q2 | $718K | Buy |
18,020
+1,315
| +8% | +$52.4K | 0.01% | 803 |
|
|
2015
Q1 | $619K | Sell |
16,705
-112
| -0.7% | -$4.15K | 0.01% | 828 |
|
|
2014
Q4 | $562K | Buy |
16,817
+3,707
| +28% | +$124K | 0.01% | 789 |
|
|
2014
Q3 | $392K | Buy |
+13,110
| New | +$392K | 0.01% | 860 |
|