BWP
SBNY

Baldwin Wealth Partners’s Signature Bank SBNY Stock Holding History

Baldwin Wealth 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
2017
Q4 		– Sell
-50
Closed -$6K – 523
2017
Q3 		$6K Buy
+50
New +$6.57K ﹤0.01% 435

Other funds holding SBNY

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Baldwin Wealth Partners's SBNY Position: Q4 2017 in Review

Baldwin Wealth Partners sold out of Signature Bank (SBNY) in Q4 2017, closing a stake of 50 shares — an estimated $6K sold.

Baldwin Wealth Partners first reported a position in SBNY in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 382 funds tracked by Wall St. Rank hold SBNY as of Q4 2017.

  • Baldwin Wealth Partners reported no remaining Signature Bank position as of Q4 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 50 Signature Bank shares in Q4 2017, an estimated $6K.
  • Baldwin Wealth Partners first reported a position in Signature Bank in Q3 2017 and held it in 1 quarter.
  • Baldwin Wealth Partners's Signature Bank position peaked at $6K in Q3 2017.
  • 382 funds tracked by Wall St. Rank held Signature Bank as of Q4 2017.

Based on Baldwin Wealth Partners's 13F filing for Q4 2017, filed 24 Jan 2018.