Dimensional Fund Advisors’s Stonegate Bank SGBK Stock Holding History

Dimensional Fund Advisors’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	-427,109	Closed	-$19.7M	–	3364
2017 Q2	$19.7M	Buy	427,109 +131,758	+45%	+$6.04M	0.01%	2032
2017 Q1	$13.9M	Buy	295,351 +72,132	+32%	+$3.27M	0.01%	2176
2016 Q4	$9.31M	Buy	223,219 +63,881	+40%	+$2.42M	﹤0.01%	2330
2016 Q3	$5.38M	Buy	159,338 +50,580	+47%	+$1.64M	﹤0.01%	2485
2016 Q2	$3.51M	Buy	108,758 +54,702	+101%	+$1.7M	﹤0.01%	2614
2016 Q1	$1.62M	Buy	54,056 +25,211	+87%	+$753K	﹤0.01%	2825
2015 Q4	$948K	Buy	+28,845	New	+$937K	﹤0.01%	2965

Other funds holding SGBK

AIP

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

Dimensional Fund Advisors's SGBK Position: Q3 2017 in Review

Dimensional Fund Advisors sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 427,109 shares — an estimated $19.7M sold.

Dimensional Fund Advisors first reported a position in SGBK in Q4 2015 and held it in 7 quarters. The position peaked at $19.7M in Q2 2017. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

Dimensional Fund Advisors reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
Dimensional Fund Advisors sold 427,109 Stonegate Bank shares in Q3 2017, an estimated $19.7M.
Dimensional Fund Advisors first reported a position in Stonegate Bank in Q4 2015 and held it in 7 quarters.
Dimensional Fund Advisors's Stonegate Bank position peaked at $19.7M in Q2 2017.
1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on Dimensional Fund Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.