AG
BANX

Advisor Group’s ArrowMark Financial BANX Stock Holding History

Advisor Group’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$150K Buy
6,698
+229
+4% +$5.18K ﹤0.01% 2615
2019
Q3 		$144K Buy
6,469
+1,097
+20% +$23.9K ﹤0.01% 2589
2019
Q2 		$117K Buy
5,372
+339
+7% +$7.37K ﹤0.01% 2740
2019
Q1 		$107K Buy
5,033
+1,342
+36% +$27.7K ﹤0.01% 2792
2018
Q4 		$71K Buy
3,691
+3,491
+1,746% +$71.9K ﹤0.01% 2927
2018
Q3 		$4K Sell
200
-1,760
-90% -$39.6K ﹤0.01% 4644
2018
Q2 		$45K Buy
1,960
+1,845
+1,604% +$40.5K ﹤0.01% 3172
2018
Q1 		$3K Sell
115
-1,004
-90% -$21.6K ﹤0.01% 4558
2017
Q4 		$23K Buy
+1,119
New +$22.9K ﹤0.01% 3614

Other funds holding BANX

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Advisor Group's BANX Position: Q4 2019 in Review

Advisor Group increased its ArrowMark Financial (BANX) stake by 3.5% in Q4 2019, buying an estimated $5.18K and bringing the position to 6,698 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Advisor Group first reported a position in BANX in Q4 2017 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold BANX as of Q4 2019.

  • Advisor Group held 6,698 shares of ArrowMark Financial worth $150K as of Q4 2019.
  • Advisor Group bought 229 ArrowMark Financial shares in Q4 2019, an estimated $5.18K.
  • ArrowMark Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2615 holding.
  • Advisor Group first reported a position in ArrowMark Financial in Q4 2017 and has held it in 9 quarters since.
  • 44 funds tracked by Wall St. Rank held ArrowMark Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.