Kore Private Wealth’s Towne Bank TOWN Stock Holding History

Kore Private Wealth’s Portfolio TOWN Stock Details TOWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-320	Closed	-$8K	–	734
2019 Q1	$8K	Hold	320	–	–	﹤0.01%	675
2018 Q4	$8K	Buy	+320	New	+$8.79K	﹤0.01%	607

Other funds holding TOWN

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reliance Trust Atlanta, Georgia $27.5M AUM 6.41% 1-Year Est. Return

Kore Private Wealth's TOWN Position: Q2 2019 in Review

Kore Private Wealth sold out of Towne Bank (TOWN) in Q2 2019, closing a stake of 320 shares — an estimated $8K sold.

Kore Private Wealth first reported a position in TOWN in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 149 funds tracked by Wall St. Rank hold TOWN as of Q2 2019.

Kore Private Wealth reported no remaining Towne Bank position as of Q2 2019 after selling out during the quarter.
Kore Private Wealth sold 320 Towne Bank shares in Q2 2019, an estimated $8K.
Kore Private Wealth first reported a position in Towne Bank in Q4 2018 and held it in 2 quarters.
Kore Private Wealth's Towne Bank position peaked at $8K in Q1 2019.
149 funds tracked by Wall St. Rank held Towne Bank as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.