FWM
SGBK

Focused Wealth Management’s Stonegate Bank SGBK Stock Holding History

Focused Wealth Management’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
2015
Q4 		– Sell
-136
Closed -$4K – 755
2015
Q3 		$4K Buy
+136
New +$4.18K ﹤0.01% 529

Other funds holding SGBK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FG
FSI Group Cincinnati, Ohio $64K AUM 14.13% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Focused Wealth Management's SGBK Position: Q4 2015 in Review

Focused Wealth Management sold out of Stonegate Bank (SGBK) in Q4 2015, closing a stake of 136 shares — an estimated $4K sold.

Focused Wealth Management first reported a position in SGBK in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 92 funds tracked by Wall St. Rank hold SGBK as of Q4 2015.

  • Focused Wealth Management reported no remaining Stonegate Bank position as of Q4 2015 after selling out during the quarter.
  • Focused Wealth Management sold 136 Stonegate Bank shares in Q4 2015, an estimated $4K.
  • Focused Wealth Management first reported a position in Stonegate Bank in Q3 2015 and held it in 1 quarter.
  • Focused Wealth Management's Stonegate Bank position peaked at $4K in Q3 2015.
  • 92 funds tracked by Wall St. Rank held Stonegate Bank as of Q4 2015.

Based on Focused Wealth Management's 13F filing for Q4 2015, filed 12 Feb 2016.