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Bowling Portfolio Management’s Towne Bank TOWN Stock Holding History

Bowling Portfolio Management’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-16,389
Closed -$269K – 355
2020
Q3 		$269K Buy
+16,389
New +$291K 0.06% 307

Other funds holding TOWN

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bowling Portfolio Management's TOWN Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Towne Bank (TOWN) in Q4 2020, closing a stake of 16,389 shares — an estimated $269K sold.

Bowling Portfolio Management first reported a position in TOWN in Q3 2020 and held it in 1 quarter. The position peaked at $269K in Q3 2020. 159 funds tracked by Wall St. Rank hold TOWN as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Towne Bank position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 16,389 Towne Bank shares in Q4 2020, an estimated $269K.
  • Bowling Portfolio Management first reported a position in Towne Bank in Q3 2020 and held it in 1 quarter.
  • Bowling Portfolio Management's Towne Bank position peaked at $269K in Q3 2020.
  • 159 funds tracked by Wall St. Rank held Towne Bank as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.