KWILP
SBNY

Kiwi Wealth Investments Limited Partnership’s Signature Bank SBNY Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2016
Q4 		– Sell
-96,990
Closed -$11.5M – 169
2016
Q3 		$11.5M Buy
96,990
+16,818
+21% +$2.02M 0.99% 22
2016
Q2 		$10M Buy
80,172
+11,600
+17% +$1.55M 0.98% 32
2016
Q1 		$9.33M Buy
+68,572
New +$9.34M 0.95% 34

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's SBNY Position: Q4 2016 in Review

Kiwi Wealth Investments Limited Partnership sold out of Signature Bank (SBNY) in Q4 2016, closing a stake of 96,990 shares — an estimated $11.5M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in SBNY in Q1 2016 and held it in 3 quarters. The position peaked at $11.5M in Q3 2016. 395 funds tracked by Wall St. Rank hold SBNY as of Q4 2016.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Signature Bank position as of Q4 2016 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 96,990 Signature Bank shares in Q4 2016, an estimated $11.5M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Signature Bank in Q1 2016 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Signature Bank position peaked at $11.5M in Q3 2016.
  • 395 funds tracked by Wall St. Rank held Signature Bank as of Q4 2016.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2016, filed 8 Feb 2017.