EWM
SBNY

EPG Wealth Management’s Signature Bank SBNY Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-60
Closed -$5K – 857
2020
Q1 		$5K Hold
60
– – ﹤0.01% 611
2019
Q4 		$8K Buy
+60
New +$7.51K 0.01% 456

Other funds holding SBNY

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

EPG Wealth Management's SBNY Position: Q2 2020 in Review

EPG Wealth Management sold out of Signature Bank (SBNY) in Q2 2020, closing a stake of 60 shares — an estimated $5K sold.

EPG Wealth Management first reported a position in SBNY in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 323 funds tracked by Wall St. Rank hold SBNY as of Q2 2020.

  • EPG Wealth Management reported no remaining Signature Bank position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 60 Signature Bank shares in Q2 2020, an estimated $5K.
  • EPG Wealth Management first reported a position in Signature Bank in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Signature Bank position peaked at $8K in Q4 2019.
  • 323 funds tracked by Wall St. Rank held Signature Bank as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.