Advance Capital I’s Signature Bank SBNY Stock Holding History

Advance Capital I’s Portfolio SBNY Stock Details SBNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-4,300	Closed	-$394K	–	397
2013 Q3	$394K	Sell	4,300 -100	-2%	-$9.01K	0.2%	221
2013 Q2	$365K	Buy	+4,400	New	+$339K	0.18%	234

Other funds holding SBNY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IIS

Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advance Capital I's SBNY Position: Q4 2013 in Review

Advance Capital I sold out of Signature Bank (SBNY) in Q4 2013, closing a stake of 4,300 shares — an estimated $394K sold.

Advance Capital I first reported a position in SBNY in Q2 2013 and held it in 2 quarters. The position peaked at $394K in Q3 2013. 255 funds tracked by Wall St. Rank hold SBNY as of Q4 2013.

Advance Capital I reported no remaining Signature Bank position as of Q4 2013 after selling out during the quarter.
Advance Capital I sold 4,300 Signature Bank shares in Q4 2013, an estimated $394K.
Advance Capital I first reported a position in Signature Bank in Q2 2013 and held it in 2 quarters.
Advance Capital I's Signature Bank position peaked at $394K in Q3 2013.
255 funds tracked by Wall St. Rank held Signature Bank as of Q4 2013.

Based on Advance Capital I's 13F filing for Q4 2013, filed 6 Feb 2014.