Archford Capital Strategies’s Signature Bank SBNY Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-25	Closed	-$3K	–	720
2018 Q2	$3K	Hold	25	–	–	﹤0.01%	569
2018 Q1	$3K	Buy	+25	New	+$3.77K	﹤0.01%	501
2017 Q2	–	Sell	-17	Closed	-$3K	–	732
2017 Q1	$3K	Hold	17	–	–	﹤0.01%	576
2016 Q4	$2K	Hold	17	–	–	﹤0.01%	549
2016 Q3	$2K	Sell	17 -17	-50%	-$2.05K	﹤0.01%	568
2016 Q2	$4K	Buy	+34	New	+$4.54K	﹤0.01%	551
2016 Q1	–	Sell	-34	Closed	-$6K	–	755
2015 Q4	$6K	Hold	34	–	–	﹤0.01%	565
2015 Q3	$4K	Buy	34 +4	+13%	+$565	﹤0.01%	512
2015 Q2	$4K	Sell	30 -6	-17%	-$833	﹤0.01%	411
2015 Q1	$4.67K	Hold	36	–	–	﹤0.01%	386
2014 Q4	$5K	Hold	36	–	–	﹤0.01%	400
2014 Q3	$4K	Hold	36	–	–	﹤0.01%	426
2014 Q2	$4.54K	Buy	+36	New	+$4.33K	﹤0.01%	526

Other funds holding SBNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Archford Capital Strategies's SBNY Position: Q3 2018 in Review

Archford Capital Strategies sold out of Signature Bank (SBNY) in Q3 2018, closing a stake of 25 shares — an estimated $3K sold.

Archford Capital Strategies first reported a position in SBNY in Q2 2014 and held it in 13 quarters. The position peaked at $6K in Q4 2015. 349 funds tracked by Wall St. Rank hold SBNY as of Q3 2018.

Archford Capital Strategies reported no remaining Signature Bank position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 25 Signature Bank shares in Q3 2018, an estimated $3K.
Archford Capital Strategies first reported a position in Signature Bank in Q2 2014 and held it in 13 quarters.
Archford Capital Strategies's Signature Bank position peaked at $6K in Q4 2015.
349 funds tracked by Wall St. Rank held Signature Bank as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.