WEC
PVTB

Winslow Evans & Crocker’s PrivateBancorp Inc PVTB Stock Holding History

Winslow Evans & Crocker’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
Q1 		– Sell
-300
Closed -$12.3K – 1361
2015
Q4 		$12.3K Hold
300
– – ﹤0.01% 862
2015
Q3 		$11.5K Hold
300
– – ﹤0.01% 860
2015
Q2 		$11.9K Buy
+300
New +$11.5K ﹤0.01% 891
2014
Q4 		– Sell
-222
Closed -$6.64K – 1424
2014
Q3 		$6.64K Buy
+222
New +$6.53K ﹤0.01% 1005

Other funds holding PVTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Winslow Evans & Crocker's PVTB Position: Q1 2016 in Review

Winslow Evans & Crocker sold out of PrivateBancorp Inc (PVTB) in Q1 2016, closing a stake of 300 shares — an estimated $12.3K sold.

Winslow Evans & Crocker first reported a position in PVTB in Q3 2014 and held it in 4 quarters. The position peaked at $12.3K in Q4 2015. 255 funds tracked by Wall St. Rank hold PVTB as of Q1 2016.

  • Winslow Evans & Crocker reported no remaining PrivateBancorp Inc position as of Q1 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 300 PrivateBancorp Inc shares in Q1 2016, an estimated $12.3K.
  • Winslow Evans & Crocker first reported a position in PrivateBancorp Inc in Q3 2014 and held it in 4 quarters.
  • Winslow Evans & Crocker's PrivateBancorp Inc position peaked at $12.3K in Q4 2015.
  • 255 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q1 2016.

Based on Winslow Evans & Crocker's 13F filing for Q1 2016, filed 20 Apr 2016.