AG
SBB

Advisor Group’s SUSSEX BANCORP SBB Stock Holding History

Advisor Group’s Portfolio SBB Stock Details SBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,122
Closed -$125K – 5276
2018
Q1 		$125K Buy
+4,122
New +$125K ﹤0.01% 2374
2017
Q4 		– Sell
-6,252
Closed -$148K – 5273
2017
Q3 		$148K Buy
6,252
+420
+7% +$9.94K ﹤0.01% 2090
2017
Q2 		$142K Buy
5,832
+3,599
+161% +$87.6K ﹤0.01% 2036
2017
Q1 		$55K Buy
+2,233
New +$55K ﹤0.01% 2634

Other funds holding SBB

RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return

Advisor Group's SBB Position: Q2 2018 in Review

Advisor Group sold out of SUSSEX BANCORP (SBB) in Q2 2018, closing a stake of 4,122 shares — an estimated $125K sold.

Advisor Group first reported a position in SBB in Q1 2017 and held it in 4 quarters. The position peaked at $148K in Q3 2017. 1 fund tracked by Wall St. Rank holds SBB as of Q2 2018.

  • Advisor Group reported no remaining SUSSEX BANCORP position as of Q2 2018 after selling out during the quarter.
  • Advisor Group sold 4,122 SUSSEX BANCORP shares in Q2 2018, an estimated $125K.
  • Advisor Group first reported a position in SUSSEX BANCORP in Q1 2017 and held it in 4 quarters.
  • Advisor Group's SUSSEX BANCORP position peaked at $148K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held SUSSEX BANCORP as of Q2 2018.

Based on Advisor Group's 13F filing for Q2 2018, filed 13 Aug 2018.