JIC
SBNY

Joel Isaacson & Co’s Signature Bank SBNY Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-19
Closed -$3K – 634
2016
Q4 		$3K Hold
19
– – ﹤0.01% 597
2016
Q3 		$2K Hold
19
– – ﹤0.01% 686
2016
Q2 		$2K Hold
19
– – ﹤0.01% 688
2016
Q1 		$3K Hold
19
– – ﹤0.01% 708
2015
Q4 		$3K Buy
+19
New +$2.87K ﹤0.01% 675

Other funds holding SBNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Joel Isaacson & Co's SBNY Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Signature Bank (SBNY) in Q1 2017, closing a stake of 19 shares — an estimated $3K sold.

Joel Isaacson & Co first reported a position in SBNY in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q4 2016. 382 funds tracked by Wall St. Rank hold SBNY as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Signature Bank position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 19 Signature Bank shares in Q1 2017, an estimated $3K.
  • Joel Isaacson & Co first reported a position in Signature Bank in Q4 2015 and held it in 5 quarters.
  • Joel Isaacson & Co's Signature Bank position peaked at $3K in Q4 2016.
  • 382 funds tracked by Wall St. Rank held Signature Bank as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.