MWM
SBNY

MinichMacGregor Wealth Management’s Signature Bank SBNY Stock Holding History

MinichMacGregor Wealth Management’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
2018
Q4 		– Sell
-12
Closed -$1K – 604
2018
Q3 		$1K Hold
12
– – ﹤0.01% 513
2018
Q2 		$1K Buy
12
+1
+9% +$131 ﹤0.01% 520
2018
Q1 		$1K Buy
11
+1
+10% +$151 ﹤0.01% 500
2017
Q4 		$1K Buy
10
+1
+11% +$132 ﹤0.01% 483
2017
Q3 		$1K Buy
9
+2
+29% +$263 ﹤0.01% 467
2017
Q2 		$1K Buy
7
+2
+40% +$284 ﹤0.01% 462
2017
Q1 		$0 Sell
5
-6
-55% -$929 ﹤0.01% 535
2016
Q4 		$1K Buy
11
+7
+175% +$955 ﹤0.01% 447
2016
Q3 		$0 Sell
4
-5
-56% -$602 ﹤0.01% 508
2016
Q2 		$1K Sell
9
-1
-10% -$134 ﹤0.01% 429
2016
Q1 		$1K Sell
10
-1
-9% -$136 ﹤0.01% 423
2015
Q4 		$1K Buy
+11
New +$1.66K ﹤0.01% 370

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return