Valeo Financial Advisors’s Preferred Bank PFBC Stock Holding History

Valeo Financial Advisors’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
2019 Q4	–	Sell	-334	Closed	-$17K	–	1693
2019 Q3	$17K	Hold	334	–	–	﹤0.01%	894
2019 Q2	$16K	Hold	334	–	–	﹤0.01%	910
2019 Q1	$15K	Hold	334	–	–	﹤0.01%	861
2018 Q4	$14K	Hold	334	–	–	﹤0.01%	800
2018 Q3	$17K	Hold	334	–	–	﹤0.01%	825
2018 Q2	$20K	Hold	334	–	–	﹤0.01%	769
2018 Q1	$21K	Hold	334	–	–	﹤0.01%	703
2017 Q4	$20K	Hold	334	–	–	﹤0.01%	666
2017 Q3	$20K	Buy	+334	New	+$18.4K	﹤0.01%	552

Other funds holding PFBC

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Valeo Financial Advisors's PFBC Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Preferred Bank (PFBC) in Q4 2019, closing a stake of 334 shares — an estimated $17K sold.

Valeo Financial Advisors first reported a position in PFBC in Q3 2017 and held it in 9 quarters. The position peaked at $21K in Q1 2018. 134 funds tracked by Wall St. Rank hold PFBC as of Q4 2019.

Valeo Financial Advisors reported no remaining Preferred Bank position as of Q4 2019 after selling out during the quarter.
Valeo Financial Advisors sold 334 Preferred Bank shares in Q4 2019, an estimated $17K.
Valeo Financial Advisors first reported a position in Preferred Bank in Q3 2017 and held it in 9 quarters.
Valeo Financial Advisors's Preferred Bank position peaked at $21K in Q1 2018.
134 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.