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Waratah Capital Advisors’s Preferred Bank PFBC Stock Holding History

Waratah Capital 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
2017
Q4 		– Sell
-8,285
Closed -$500K – 139
2017
Q3 		$500K Buy
+8,285
New +$457K 0.06% 107

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N
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waratah Capital Advisors's PFBC Position: Q4 2017 in Review

Waratah Capital Advisors sold out of Preferred Bank (PFBC) in Q4 2017, closing a stake of 8,285 shares — an estimated $500K sold.

Waratah Capital Advisors first reported a position in PFBC in Q3 2017 and held it in 1 quarter. The position peaked at $500K in Q3 2017. 139 funds tracked by Wall St. Rank hold PFBC as of Q4 2017.

  • Waratah Capital Advisors reported no remaining Preferred Bank position as of Q4 2017 after selling out during the quarter.
  • Waratah Capital Advisors sold 8,285 Preferred Bank shares in Q4 2017, an estimated $500K.
  • Waratah Capital Advisors first reported a position in Preferred Bank in Q3 2017 and held it in 1 quarter.
  • Waratah Capital Advisors's Preferred Bank position peaked at $500K in Q3 2017.
  • 139 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2017.

Based on Waratah Capital Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.