APP
SBNY

Avantax Planning Partners’s Signature Bank SBNY Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-28
Closed -$3K – 1868
2018
Q1 		$3K Buy
+28
New +$4.22K ﹤0.01% 1569

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Avantax Planning Partners's SBNY Position: Q2 2018 in Review

Avantax Planning Partners sold out of Signature Bank (SBNY) in Q2 2018, closing a stake of 28 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in SBNY in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 357 funds tracked by Wall St. Rank hold SBNY as of Q2 2018.

  • Avantax Planning Partners reported no remaining Signature Bank position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 28 Signature Bank shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Signature Bank in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Signature Bank position peaked at $3K in Q1 2018.
  • 357 funds tracked by Wall St. Rank held Signature Bank as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.