AG
SBNY

Advisor Group’s Signature Bank SBNY Stock Holding History

Advisor Group’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
2019
Q4 		$328K Sell
2,400
-169
-7% -$21.2K ﹤0.01% 1985
2019
Q3 		$306K Sell
2,569
-341
-12% -$41.3K ﹤0.01% 1994
2019
Q2 		$352K Sell
2,910
-490
-14% -$60.6K ﹤0.01% 1868
2019
Q1 		$435K Buy
3,400
+71
+2% +$9.04K ﹤0.01% 1695
2018
Q4 		$342K Buy
3,329
+115
+4% +$12.9K ﹤0.01% 1675
2018
Q3 		$369K Buy
3,214
+391
+14% +$46.1K ﹤0.01% 1697
2018
Q2 		$361K Sell
2,823
-99
-3% -$13K 0.01% 1553
2018
Q1 		$414K Buy
2,922
+34
+1% +$5.13K 0.01% 1448
2017
Q4 		$397K Sell
2,888
-579
-17% -$76.3K 0.01% 1475
2017
Q3 		$444K Buy
3,467
+654
+23% +$85.9K 0.01% 1285
2017
Q2 		$404K Buy
2,813
+714
+34% +$101K 0.01% 1288
2017
Q1 		$312K Sell
2,099
-312
-13% -$48.3K 0.01% 1359
2016
Q4 		$362K Buy
2,411
+257
+12% +$35K 0.01% 1193
2016
Q3 		$256K Sell
2,154
-328
-13% -$39.5K 0.01% 1366
2016
Q2 		$308K Buy
+2,482
New +$332K 0.01% 1191

Other funds holding SBNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Group's SBNY Position: Q4 2019 in Review

Advisor Group reduced its Signature Bank (SBNY) stake by 6.6% in Q4 2019, selling an estimated $21.2K and leaving 2,400 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Advisor Group first reported a position in SBNY in Q2 2016 and has held it in 15 quarters since. The position peaked at $444K in Q3 2017. 332 funds tracked by Wall St. Rank hold SBNY as of Q4 2019.

  • Advisor Group held 2,400 shares of Signature Bank worth $328K as of Q4 2019.
  • Advisor Group sold 169 Signature Bank shares in Q4 2019, an estimated $21.2K.
  • Signature Bank made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1985 holding.
  • Advisor Group first reported a position in Signature Bank in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Signature Bank position peaked at $444K in Q3 2017.
  • 332 funds tracked by Wall St. Rank held Signature Bank as of Q4 2019.

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