AG
SGBK

Advisor Group’s Stonegate Bank SGBK Stock Holding History

Advisor Group’s Portfolio SGBK Stock Details SGBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-228
Closed -$10K – 5076
2017
Q2 		$10K Hold
228
– – ﹤0.01% 3956
2017
Q1 		$10K Hold
228
– – ﹤0.01% 3808
2016
Q4 		$9K Buy
228
+26
+13% +$985 ﹤0.01% 3703
2016
Q3 		$6K Sell
202
-130
-39% -$4.21K ﹤0.01% 3853
2016
Q2 		$9K Buy
+332
New +$10.3K ﹤0.01% 3556

Other funds holding SGBK

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Advisor Group's SGBK Position: Q3 2017 in Review

Advisor Group sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 228 shares — an estimated $10K sold.

Advisor Group first reported a position in SGBK in Q2 2016 and held it in 5 quarters. The position peaked at $10K in Q2 2017. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

  • Advisor Group reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
  • Advisor Group sold 228 Stonegate Bank shares in Q3 2017, an estimated $10K.
  • Advisor Group first reported a position in Stonegate Bank in Q2 2016 and held it in 5 quarters.
  • Advisor Group's Stonegate Bank position peaked at $10K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on Advisor Group's 13F filing for Q3 2017, filed 6 Nov 2017.