GWM
SBNY

Gupta Wealth Management’s Signature Bank SBNY Stock Holding History

Gupta 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
2016
Q1 		$16K Buy
118
+59
+100% +$8.04K ﹤0.01% 739
2015
Q4 		$9K Hold
59
– – ﹤0.01% 925
2015
Q3 		$8K Hold
59
– – ﹤0.01% 974
2015
Q2 		$9K Buy
59
+50
+556% +$6.94K ﹤0.01% 941
2015
Q1 		$1K Buy
+9
New +$1.12K ﹤0.01% 1146

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Gupta Wealth Management's SBNY Position: Q1 2016 in Review

Gupta Wealth Management increased its Signature Bank (SBNY) stake by 100% in Q1 2016, buying an estimated $8.04K and bringing the position to 118 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Gupta Wealth Management first reported a position in SBNY in Q1 2015 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold SBNY as of Q1 2016.

  • Gupta Wealth Management held 118 shares of Signature Bank worth $16K as of Q1 2016.
  • Gupta Wealth Management bought 59 Signature Bank shares in Q1 2016, an estimated $8.04K.
  • Signature Bank made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #739 holding.
  • Gupta Wealth Management first reported a position in Signature Bank in Q1 2015 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held Signature Bank as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.