LFA
SBNY

Legacy Financial Advisors’s Signature Bank SBNY Stock Holding History

Legacy Financial 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
Q2 		– Sell
-59
Closed -$8K – 1059
2019
Q1 		$8K Buy
59
+18
+44% +$2.29K ﹤0.01% 680
2018
Q4 		$4K Hold
41
– – ﹤0.01% 790
2018
Q3 		$4K Hold
41
– – ﹤0.01% 748
2018
Q2 		$5K Hold
41
– – ﹤0.01% 722
2018
Q1 		$5K Hold
41
– – ﹤0.01% 664
2017
Q4 		$5K Buy
+41
New +$5.4K ﹤0.01% 655

Other funds holding SBNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Legacy Financial Advisors's SBNY Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Signature Bank (SBNY) in Q2 2019, closing a stake of 59 shares — an estimated $8K sold.

Legacy Financial Advisors first reported a position in SBNY in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q1 2019. 358 funds tracked by Wall St. Rank hold SBNY as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Signature Bank position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 59 Signature Bank shares in Q2 2019, an estimated $8K.
  • Legacy Financial Advisors first reported a position in Signature Bank in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Signature Bank position peaked at $8K in Q1 2019.
  • 358 funds tracked by Wall St. Rank held Signature Bank as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.