Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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IPC
SBNY
Independent Portfolio Consultants’s
Signature Bank
SBNY
Stock Holding History
Independent Portfolio Consultants’s Portfolio
SBNY Stock Details
SBNY Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
$17K
Buy
2017
Q1
$14K
Sell
2016
Q4
$30K
Hold
2016
Q3
$24K
Buy
2016
Q2
$17K
Sell
2016
Q1
$95K
Sell
2015
Q4
$271K
Sell
2015
Q3
$252K
Buy
2015
Q2
$152K
Buy
2015
Q1
$75K
Buy
2014
Q4
–
Hold
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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