VFA
PMBC

Valeo Financial Advisors’s Pacific Mercantile Bancorp PMBC Stock Holding History

Valeo Financial Advisors’s Portfolio PMBC Stock Details PMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,400
Closed -$12K – 2076
2021
Q1 		$12K Hold
1,400
– – ﹤0.01% 1324
2020
Q4 		$7K Buy
+1,400
New +$6.17K ﹤0.01% 1305
2017
Q4 		– Sell
-6,000
Closed -$55K – 1452
2017
Q3 		$55K Buy
+6,000
New +$50.5K 0.01% 395

Other funds holding PMBC

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's PMBC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Pacific Mercantile Bancorp (PMBC) in Q2 2021, closing a stake of 1,400 shares — an estimated $12K sold.

Valeo Financial Advisors first reported a position in PMBC in Q3 2017 and held it in 3 quarters. The position peaked at $55K in Q3 2017. 50 funds tracked by Wall St. Rank hold PMBC as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Pacific Mercantile Bancorp position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,400 Pacific Mercantile Bancorp shares in Q2 2021, an estimated $12K.
  • Valeo Financial Advisors first reported a position in Pacific Mercantile Bancorp in Q3 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's Pacific Mercantile Bancorp position peaked at $55K in Q3 2017.
  • 50 funds tracked by Wall St. Rank held Pacific Mercantile Bancorp as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.