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Aptus Capital Advisors’s Towne Bank TOWN Stock Holding History

Aptus Capital Advisors’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
2020
Q2 		– Sell
-15,300
Closed -$277K – 463
2020
Q1 		$277K Buy
15,300
+1,080
+8% +$26.6K 0.02% 234
2019
Q4 		$396K Buy
14,220
+2,340
+20% +$65.6K 0.03% 287
2019
Q3 		$330K Sell
11,880
-3,060
-20% -$83.2K 0.02% 315
2019
Q2 		$407K Buy
14,940
+2,340
+19% +$61.7K 0.06% 267
2019
Q1 		$311K Buy
12,600
+5,400
+75% +$142K 0.05% 258
2018
Q4 		$172K Buy
+7,200
New +$198K 0.05% 171

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Aptus Capital Advisors's TOWN Position: Q2 2020 in Review

Aptus Capital Advisors sold out of Towne Bank (TOWN) in Q2 2020, closing a stake of 15,300 shares — an estimated $277K sold.

Aptus Capital Advisors first reported a position in TOWN in Q4 2018 and held it in 6 quarters. The position peaked at $407K in Q2 2019. 139 funds tracked by Wall St. Rank hold TOWN as of Q2 2020.

  • Aptus Capital Advisors reported no remaining Towne Bank position as of Q2 2020 after selling out during the quarter.
  • Aptus Capital Advisors sold 15,300 Towne Bank shares in Q2 2020, an estimated $277K.
  • Aptus Capital Advisors first reported a position in Towne Bank in Q4 2018 and held it in 6 quarters.
  • Aptus Capital Advisors's Towne Bank position peaked at $407K in Q2 2019.
  • 139 funds tracked by Wall St. Rank held Towne Bank as of Q2 2020.

Based on Aptus Capital Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.