WP
PVTB

WealthPLAN Partners’s PrivateBancorp Inc PVTB Stock Holding History

WealthPLAN Partners’s Portfolio PVTB Stock Details PVTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-316
Closed -$14 – 1126
2016
Q2 		$14 Buy
+316
New +$12.9K ﹤0.01% 2508
2015
Q4 		$36 Buy
+884
New +$37.1K ﹤0.01% 1686

Other funds holding PVTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's PVTB Position: Q3 2016 in Review

WealthPLAN Partners sold out of PrivateBancorp Inc (PVTB) in Q3 2016, closing a stake of 316 shares — an estimated $14 sold.

WealthPLAN Partners first reported a position in PVTB in Q4 2015 and held it in 2 quarters. The position peaked at $36 in Q4 2015. 229 funds tracked by Wall St. Rank hold PVTB as of Q3 2016.

  • WealthPLAN Partners reported no remaining PrivateBancorp Inc position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 316 PrivateBancorp Inc shares in Q3 2016, an estimated $14.
  • WealthPLAN Partners first reported a position in PrivateBancorp Inc in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's PrivateBancorp Inc position peaked at $36 in Q4 2015.
  • 229 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.