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Wealthspire Advisors (Maryland)’s Banc of California BANC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-177
Closed -$2K – 604
2019
Q1 		$2K Hold
177
– – ﹤0.01% 2121
2018
Q4 		$2K Buy
177
+3
+2% +$49 ﹤0.01% 2056
2018
Q3 		$3K Hold
174
– – ﹤0.01% 2001
2018
Q2 		$3K Hold
174
– – ﹤0.01% 1978
2018
Q1 		$3K Hold
174
– – ﹤0.01% 1990
2017
Q4 		$4K Buy
174
+160
+1,143% +$3.34K ﹤0.01% 1882
2017
Q3 		$0 Buy
+14
New +$276 ﹤0.01% 2254

Other funds holding BANC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BANC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Banc of California (BANC) in Q2 2019, closing a stake of 177 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in BANC in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q4 2017. 150 funds tracked by Wall St. Rank hold BANC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Banc of California position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 177 Banc of California shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Banc of California in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Banc of California position peaked at $4K in Q4 2017.
  • 150 funds tracked by Wall St. Rank held Banc of California as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.