Independent Portfolio Consultants’s Signature Bank SBNY Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$17K	Buy	115 +20	+21%	+$2.84K	0.01%	637
2017 Q1	$14K	Sell	95 -105	-53%	-$16.3K	﹤0.01%	715
2016 Q4	$30K	Hold	200	–	–	0.01%	593
2016 Q3	$24K	Buy	200 +65	+48%	+$7.83K	0.01%	624
2016 Q2	$17K	Sell	135 -565	-81%	-$75.5K	0.01%	662
2016 Q1	$95K	Sell	700 -1,070	-60%	-$146K	0.03%	486
2015 Q4	$271K	Sell	1,770 -60	-3%	-$9.05K	0.08%	294
2015 Q3	$252K	Buy	1,830 +795	+77%	+$112K	0.05%	316
2015 Q2	$152K	Buy	1,035 +455	+78%	+$63.2K	0.03%	414
2015 Q1	$75K	Buy	+580	New	+$72K	0.02%	541

Other funds holding SBNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Independent Portfolio Consultants's SBNY Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Signature Bank (SBNY) stake by 21% in Q2 2017, buying an estimated $2.84K and bringing the position to 115 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #637.

Independent Portfolio Consultants first reported a position in SBNY in Q1 2015 and has held it in 10 quarters since. The position peaked at $271K in Q4 2015. 393 funds tracked by Wall St. Rank hold SBNY as of Q2 2017.

Independent Portfolio Consultants held 115 shares of Signature Bank worth $17K as of Q2 2017.
Independent Portfolio Consultants bought 20 Signature Bank shares in Q2 2017, an estimated $2.84K.
Signature Bank made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #637 holding.
Independent Portfolio Consultants first reported a position in Signature Bank in Q1 2015 and has held it in 10 quarters since.
Independent Portfolio Consultants's Signature Bank position peaked at $271K in Q4 2015.
393 funds tracked by Wall St. Rank held Signature Bank as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.