AIA
SBNY

Avalon Investment & Advisory’s Signature Bank SBNY Stock Holding History

Avalon Investment & Advisory’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
2017
Q4 		– Sell
-2,007
Closed -$257K – 390
2017
Q3 		$257K Sell
2,007
-164
-8% -$21.5K 0.01% 349
2017
Q2 		$312K Sell
2,171
-2,337
-52% -$331K 0.01% 366
2017
Q1 		$669K Sell
4,508
-828
-16% -$128K 0.02% 283
2016
Q4 		$801K Buy
+5,336
New +$728K 0.03% 248

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Avalon Investment & Advisory's SBNY Position: Q4 2017 in Review

Avalon Investment & Advisory sold out of Signature Bank (SBNY) in Q4 2017, closing a stake of 2,007 shares — an estimated $257K sold.

Avalon Investment & Advisory first reported a position in SBNY in Q4 2016 and held it in 4 quarters. The position peaked at $801K in Q4 2016. 382 funds tracked by Wall St. Rank hold SBNY as of Q4 2017.

  • Avalon Investment & Advisory reported no remaining Signature Bank position as of Q4 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 2,007 Signature Bank shares in Q4 2017, an estimated $257K.
  • Avalon Investment & Advisory first reported a position in Signature Bank in Q4 2016 and held it in 4 quarters.
  • Avalon Investment & Advisory's Signature Bank position peaked at $801K in Q4 2016.
  • 382 funds tracked by Wall St. Rank held Signature Bank as of Q4 2017.

Based on Avalon Investment & Advisory's 13F filing for Q4 2017, filed 14 Feb 2018.