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 $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

MinichMacGregor Wealth Management's SBNY Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Signature Bank (SBNY) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in SBNY in Q4 2015 and held it in 12 quarters. The position peaked at $1K in Q3 2018. 383 funds tracked by Wall St. Rank hold SBNY as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Signature Bank position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 12 Signature Bank shares in Q4 2018, an estimated $1K.
  • MinichMacGregor Wealth Management first reported a position in Signature Bank in Q4 2015 and held it in 12 quarters.
  • MinichMacGregor Wealth Management's Signature Bank position peaked at $1K in Q3 2018.
  • 383 funds tracked by Wall St. Rank held Signature Bank as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.