MSFP
SBNY

Mark Sheptoff Financial Planning’s Signature Bank SBNY Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q3 		– Sell
-5
Closed -$1K – 478
2015
Q2 		$1K Buy
+5
New +$694 ﹤0.01% 386

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Mark Sheptoff Financial Planning's SBNY Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of Signature Bank (SBNY) in Q3 2015, closing a stake of 5 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in SBNY in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 351 funds tracked by Wall St. Rank hold SBNY as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Signature Bank position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 5 Signature Bank shares in Q3 2015, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Signature Bank in Q2 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Signature Bank position peaked at $1K in Q2 2015.
  • 351 funds tracked by Wall St. Rank held Signature Bank as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.