Bartlett & Co’s Stonegate Bank SGBK Stock Holding History

Bartlett & Co’s Portfolio SGBK Stock Details SGBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,591	Closed	-$73K	–	694
2017 Q2	$73K	Hold	1,591	–	–	﹤0.01%	373
2017 Q1	$75K	Hold	1,591	–	–	﹤0.01%	356
2016 Q4	$66K	Hold	1,591	–	–	﹤0.01%	379
2016 Q3	$54K	Buy	+1,591	New	+$51.5K	﹤0.01%	427

Other funds holding SGBK

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Bartlett & Co's SGBK Position: Q3 2017 in Review

Bartlett & Co sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 1,591 shares — an estimated $73K sold.

Bartlett & Co first reported a position in SGBK in Q3 2016 and held it in 4 quarters. The position peaked at $75K in Q1 2017. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

Bartlett & Co reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
Bartlett & Co sold 1,591 Stonegate Bank shares in Q3 2017, an estimated $73K.
Bartlett & Co first reported a position in Stonegate Bank in Q3 2016 and held it in 4 quarters.
Bartlett & Co's Stonegate Bank position peaked at $75K in Q1 2017.
1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on Bartlett & Co's 13F filing for Q3 2017, filed 23 Oct 2017.