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Wealthspire Advisors (Maryland)’s Preferred Bank PFBC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-8
Closed – – 1571
2019
Q1 		$0 Hold
8
– – ﹤0.01% 2560
2018
Q4 		$0 Buy
+8
New +$408 ﹤0.01% 2536

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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Preferred Bank (PFBC) in Q2 2019, closing a stake of 8 shares.

Wealthspire Advisors (Maryland) first reported a position in PFBC in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 137 funds tracked by Wall St. Rank hold PFBC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Preferred Bank position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8 Preferred Bank shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Preferred Bank in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Preferred Bank position peaked at $0 in Q1 2019.
  • 137 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2019.

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