IWA
SBNY

Intercontinental Wealth Advisors’s Signature Bank SBNY Stock Holding History

Intercontinental Wealth Advisors’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
2019
Q1 		– Sell
-135
Closed -$14K – 468
2018
Q4 		$14K Buy
+135
New +$15.2K 0.01% 339

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Intercontinental Wealth Advisors's SBNY Position: Q1 2019 in Review

Intercontinental Wealth Advisors sold out of Signature Bank (SBNY) in Q1 2019, closing a stake of 135 shares — an estimated $14K sold.

Intercontinental Wealth Advisors first reported a position in SBNY in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 385 funds tracked by Wall St. Rank hold SBNY as of Q1 2019.

  • Intercontinental Wealth Advisors reported no remaining Signature Bank position as of Q1 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 135 Signature Bank shares in Q1 2019, an estimated $14K.
  • Intercontinental Wealth Advisors first reported a position in Signature Bank in Q4 2018 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's Signature Bank position peaked at $14K in Q4 2018.
  • 385 funds tracked by Wall St. Rank held Signature Bank as of Q1 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.