Wakefield Asset Management’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-6,668
Closed -$289K 246
2018
Q4
$289K Buy
6,668
+2,937
+79% +$150K 0.12% 147
2018
Q3
$218K Buy
+3,731
New +$234K 0.09% 135

Other funds holding PFBC

Wakefield Asset Management's PFBC Position: Q1 2019 in Review

Wakefield Asset Management sold out of Preferred Bank (PFBC) in Q1 2019, closing a stake of 6,668 shares — an estimated $289K sold.

Wakefield Asset Management first reported a position in PFBC in Q3 2018 and held it in 2 quarters. The position peaked at $289K in Q4 2018. 146 funds tracked by Wall St. Rank hold PFBC as of Q1 2019.

  • Wakefield Asset Management reported no remaining Preferred Bank position as of Q1 2019 after selling out during the quarter.
  • Wakefield Asset Management sold 6,668 Preferred Bank shares in Q1 2019, an estimated $289K.
  • Wakefield Asset Management first reported a position in Preferred Bank in Q3 2018 and held it in 2 quarters.
  • Wakefield Asset Management's Preferred Bank position peaked at $289K in Q4 2018.
  • 146 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2019.

Based on Wakefield Asset Management's 13F filing for Q1 2019, filed 6 May 2019.