GI
SBNY

Gradient Investments’s Signature Bank SBNY Stock Holding History

Gradient Investments’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
2018
Q1 		– Sell
-25
Closed -$3K – 1247
2017
Q4 		$3K Buy
+25
New +$3.29K ﹤0.01% 784

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Gradient Investments's SBNY Position: Q1 2018 in Review

Gradient Investments sold out of Signature Bank (SBNY) in Q1 2018, closing a stake of 25 shares — an estimated $3K sold.

Gradient Investments first reported a position in SBNY in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 396 funds tracked by Wall St. Rank hold SBNY as of Q1 2018.

  • Gradient Investments reported no remaining Signature Bank position as of Q1 2018 after selling out during the quarter.
  • Gradient Investments sold 25 Signature Bank shares in Q1 2018, an estimated $3K.
  • Gradient Investments first reported a position in Signature Bank in Q4 2017 and held it in 1 quarter.
  • Gradient Investments's Signature Bank position peaked at $3K in Q4 2017.
  • 396 funds tracked by Wall St. Rank held Signature Bank as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.