Bridgeworth’s Towne Bank TOWN Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-2,245	Closed	-$72K	–	495
2018 Q2	$72K	Buy	+2,245	New	+$69.7K	0.03%	229

Other funds holding TOWN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bridgeworth's TOWN Position: Q3 2018 in Review

Bridgeworth sold out of Towne Bank (TOWN) in Q3 2018, closing a stake of 2,245 shares — an estimated $72K sold.

Bridgeworth first reported a position in TOWN in Q2 2018 and held it in 1 quarter. The position peaked at $72K in Q2 2018. 135 funds tracked by Wall St. Rank hold TOWN as of Q3 2018.

Bridgeworth reported no remaining Towne Bank position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 2,245 Towne Bank shares in Q3 2018, an estimated $72K.
Bridgeworth first reported a position in Towne Bank in Q2 2018 and held it in 1 quarter.
Bridgeworth's Towne Bank position peaked at $72K in Q2 2018.
135 funds tracked by Wall St. Rank held Towne Bank as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.