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Executive Wealth Management’s Towne Bank TOWN Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-65
Closed -$2K – 725
2019
Q2 		$2K Hold
65
– – ﹤0.01% 820
2019
Q1 		$2K Hold
65
– – ﹤0.01% 749
2018
Q4 		$2K Buy
+65
New +$1.78K ﹤0.01% 784

Other funds holding TOWN

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RT
Reliance Trust Atlanta, Georgia $27.5M AUM 6.41% 1-Year Est. Return

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

Executive Wealth Management sold out of Towne Bank (TOWN) in Q3 2019, closing a stake of 65 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in TOWN in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 146 funds tracked by Wall St. Rank hold TOWN as of Q3 2019.

  • Executive Wealth Management reported no remaining Towne Bank position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 65 Towne Bank shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in Towne Bank in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Towne Bank position peaked at $2K in Q2 2019.
  • 146 funds tracked by Wall St. Rank held Towne Bank as of Q3 2019.

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