FDx Advisors’s Stonegate Bank SGBK Stock Holding History

FDx 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	-4,916	Closed	-$227K	–	1325
2017 Q2	$227K	Hold	4,916	–	–	0.01%	1092
2017 Q1	$231K	Sell	4,916 -551	-10%	-$25K	0.01%	1062
2016 Q4	$228K	Buy	+5,467	New	+$207K	0.01%	1043
2016 Q3	–	Sell	-7,482	Closed	-$241K	–	982
2016 Q2	$241K	Buy	+7,482	New	+$233K	0.01%	798

Other funds holding SGBK

AIP

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

FDx Advisors's SGBK Position: Q3 2017 in Review

FDx Advisors sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 4,916 shares — an estimated $227K sold.

FDx Advisors first reported a position in SGBK in Q2 2016 and held it in 4 quarters. The position peaked at $241K in Q2 2016. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

FDx Advisors reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
FDx Advisors sold 4,916 Stonegate Bank shares in Q3 2017, an estimated $227K.
FDx Advisors first reported a position in Stonegate Bank in Q2 2016 and held it in 4 quarters.
FDx Advisors's Stonegate Bank position peaked at $241K in Q2 2016.
1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on FDx Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.