HighTower Advisors
SGBK

HighTower Advisors’s Stonegate Bank SGBK Stock Holding History

HighTower 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
-6,810
Closed -$316K – 2415
2017
Q2 		$316K Buy
6,810
+573
+9% +$26.3K ﹤0.01% 1596
2017
Q1 		$292K Buy
+6,237
New +$283K ﹤0.01% 1571
2016
Q4 		– Sell
-9,713
Closed -$328K – 2092
2016
Q3 		$328K Buy
9,713
+4
+0% +$129 ﹤0.01% 1415
2016
Q2 		$313K Buy
9,709
+5
+0.1% +$155 ﹤0.01% 1309
2016
Q1 		$290K Buy
9,704
+5
+0.1% +$149 ﹤0.01% 1622
2015
Q4 		$317K Buy
9,699
+4
+0% +$130 ﹤0.01% 1540
2015
Q3 		$307K Buy
9,695
+1,772
+22% +$54.4K ﹤0.01% 1441
2015
Q2 		$236K Hold
7,923
– – ﹤0.01% 1295
2015
Q1 		$239K Buy
7,923
+835
+12% +$24K ﹤0.01% 1353
2014
Q4 		$210K Sell
7,088
-3,550
-33% -$97.9K ﹤0.01% 1376
2014
Q3 		$274K Buy
10,638
+1,775
+20% +$45.1K ﹤0.01% 1243
2014
Q2 		$223K Buy
+8,863
New +$231K ﹤0.01% 1362

Other funds holding SGBK

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

HighTower Advisors's SGBK Position: Q3 2017 in Review

HighTower Advisors sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 6,810 shares — an estimated $316K sold.

HighTower Advisors first reported a position in SGBK in Q2 2014 and held it in 12 quarters. The position peaked at $328K in Q3 2016. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

  • HighTower Advisors reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
  • HighTower Advisors sold 6,810 Stonegate Bank shares in Q3 2017, an estimated $316K.
  • HighTower Advisors first reported a position in Stonegate Bank in Q2 2014 and held it in 12 quarters.
  • HighTower Advisors's Stonegate Bank position peaked at $328K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on HighTower Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.