JOYN Advisors’s Signature Bank SBNY Stock Holding History

JOYN 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	-143	Closed	-$15K	–	1767
2018 Q4	$15K	Hold	143	–	–	﹤0.01%	811
2018 Q3	$16K	Sell	143 -75	-34%	-$8.84K	﹤0.01%	785
2018 Q2	$28K	Buy	218 +208	+2,080%	+$27.3K	0.01%	579
2018 Q1	$1K	Buy	+10	New	+$1.51K	﹤0.01%	1292

Other funds holding SBNY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ATO

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's SBNY Position: Q1 2019 in Review

JOYN Advisors sold out of Signature Bank (SBNY) in Q1 2019, closing a stake of 143 shares — an estimated $15K sold.

JOYN Advisors first reported a position in SBNY in Q1 2018 and held it in 4 quarters. The position peaked at $28K in Q2 2018. 385 funds tracked by Wall St. Rank hold SBNY as of Q1 2019.

JOYN Advisors reported no remaining Signature Bank position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 143 Signature Bank shares in Q1 2019, an estimated $15K.
JOYN Advisors first reported a position in Signature Bank in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Signature Bank position peaked at $28K in Q2 2018.
385 funds tracked by Wall St. Rank held Signature Bank as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.