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Advisor Group’s Towne Bank TOWN Stock Holding History

Advisor Group’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$15K Sell
524
-48
-8% -$1.34K ﹤0.01% 4120
2019
Q3 		$16K Buy
572
+7
+1% +$190 ﹤0.01% 4100
2019
Q2 		$15K Sell
565
-499
-47% -$13.2K ﹤0.01% 4157
2019
Q1 		$26K Sell
1,064
-102
-9% -$2.68K ﹤0.01% 3838
2018
Q4 		$28K Hold
1,166
– – ﹤0.01% 3595
2018
Q3 		$36K Sell
1,166
-700
-38% -$22.6K ﹤0.01% 3522
2018
Q2 		$60K Sell
1,866
-255
-12% -$7.92K ﹤0.01% 2943
2018
Q1 		$60K Sell
2,121
-1,049
-33% -$31.5K ﹤0.01% 2929
2017
Q4 		$97K Buy
3,170
+713
+29% +$23.8K ﹤0.01% 2608
2017
Q3 		$83K Buy
2,457
+1,957
+391% +$60.9K ﹤0.01% 2564
2017
Q2 		$15K Hold
500
– – ﹤0.01% 3695
2017
Q1 		$16K Buy
+500
New +$16.2K ﹤0.01% 3507
2016
Q3 		– Sell
-10
Closed – – 4612
2016
Q2 		$0 Buy
+10
New +$210 ﹤0.01% 4501

Other funds holding TOWN

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Advisor Group's TOWN Position: Q4 2019 in Review

Advisor Group reduced its Towne Bank (TOWN) stake by 8.4% in Q4 2019, selling an estimated $1.34K and leaving 524 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4120.

Advisor Group first reported a position in TOWN in Q2 2016 and has held it in 13 quarters since. The position peaked at $97K in Q4 2017. 141 funds tracked by Wall St. Rank hold TOWN as of Q4 2019.

  • Advisor Group held 524 shares of Towne Bank worth $15K as of Q4 2019.
  • Advisor Group sold 48 Towne Bank shares in Q4 2019, an estimated $1.34K.
  • Towne Bank made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4120 holding.
  • Advisor Group first reported a position in Towne Bank in Q2 2016 and has held it in 13 quarters since.
  • Advisor Group's Towne Bank position peaked at $97K in Q4 2017.
  • 141 funds tracked by Wall St. Rank held Towne Bank as of Q4 2019.

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