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WBI Investments’s Peapack-Gladstone Financial PGC Stock Holding History

WBI Investments’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-35,275
Closed -$1.22M – 317
2018
Q2 		$1.22M Buy
+35,275
New +$1.2M 0.06% 166
2017
Q3 		– Sell
-16,769
Closed -$525K – 357
2017
Q2 		$525K Buy
+16,769
New +$515K 0.02% 242

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

WBI Investments's PGC Position: Q3 2018 in Review

WBI Investments sold out of Peapack-Gladstone Financial (PGC) in Q3 2018, closing a stake of 35,275 shares — an estimated $1.22M sold.

WBI Investments first reported a position in PGC in Q2 2017 and held it in 2 quarters. The position peaked at $1.22M in Q2 2018. 121 funds tracked by Wall St. Rank hold PGC as of Q3 2018.

  • WBI Investments reported no remaining Peapack-Gladstone Financial position as of Q3 2018 after selling out during the quarter.
  • WBI Investments sold 35,275 Peapack-Gladstone Financial shares in Q3 2018, an estimated $1.22M.
  • WBI Investments first reported a position in Peapack-Gladstone Financial in Q2 2017 and held it in 2 quarters.
  • WBI Investments's Peapack-Gladstone Financial position peaked at $1.22M in Q2 2018.
  • 121 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2018.

Based on WBI Investments's 13F filing for Q3 2018, filed 31 Oct 2018.