Legacy Advisors’s Sun Bancorp Inc SNBC Stock Holding History

Legacy Advisors’s Portfolio SNBC Stock Details SNBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-169	Closed	-$4K	–	223
2017 Q1	$4K	Hold	169	–	–	0.01%	180
2016 Q4	$4K	Buy	+169	New	+$4.07K	0.01%	192

Other funds holding SNBC

IPC

Invesco Private Capital New York $365M AUM 8.08% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

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

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

Legacy Advisors's SNBC Position: Q2 2017 in Review

Legacy Advisors sold out of Sun Bancorp Inc (SNBC) in Q2 2017, closing a stake of 169 shares — an estimated $4K sold.

Legacy Advisors first reported a position in SNBC in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2017. 63 funds tracked by Wall St. Rank hold SNBC as of Q2 2017.

Legacy Advisors reported no remaining Sun Bancorp Inc position as of Q2 2017 after selling out during the quarter.
Legacy Advisors sold 169 Sun Bancorp Inc shares in Q2 2017, an estimated $4K.
Legacy Advisors first reported a position in Sun Bancorp Inc in Q4 2016 and held it in 2 quarters.
Legacy Advisors's Sun Bancorp Inc position peaked at $4K in Q1 2017.
63 funds tracked by Wall St. Rank held Sun Bancorp Inc as of Q2 2017.

Based on Legacy Advisors's 13F filing for Q2 2017, filed 1 Nov 2017.