EWM
SBNY

Executive Wealth Management’s Signature Bank SBNY Stock Holding History

Executive 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
2019
Q3 		– Sell
-14
Closed -$2K – 932
2019
Q2 		$2K Hold
14
– – ﹤0.01% 830
2019
Q1 		$2K Hold
14
– – ﹤0.01% 766
2018
Q4 		$1K Buy
+14
New +$1.58K ﹤0.01% 878

Other funds holding SBNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Executive Wealth Management's SBNY Position: Q3 2019 in Review

Executive Wealth Management sold out of Signature Bank (SBNY) in Q3 2019, closing a stake of 14 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in SBNY in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 357 funds tracked by Wall St. Rank hold SBNY as of Q3 2019.

  • Executive Wealth Management reported no remaining Signature Bank position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 14 Signature Bank shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in Signature Bank in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Signature Bank position peaked at $2K in Q2 2019.
  • 357 funds tracked by Wall St. Rank held Signature Bank as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.