MIM
SGBK

Montgomery Investment Management’s Stonegate Bank SGBK Stock Holding History

Montgomery Investment Management’s Portfolio SGBK Stock Details SGBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,303
Closed -$430K – 101
2016
Q4 		$430K Hold
10,303
– – 0.18% 72
2016
Q3 		$348K Sell
10,303
-2
-0% -$65 0.16% 76
2016
Q2 		$333K Buy
+10,305
New +$320K 0.16% 77

Other funds holding SGBK

Wellington Management Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Montgomery Investment Management's SGBK Position: Q1 2017 in Review

Montgomery Investment Management sold out of Stonegate Bank (SGBK) in Q1 2017, closing a stake of 10,303 shares — an estimated $430K sold.

Montgomery Investment Management first reported a position in SGBK in Q2 2016 and held it in 3 quarters. The position peaked at $430K in Q4 2016. 123 funds tracked by Wall St. Rank hold SGBK as of Q1 2017.

  • Montgomery Investment Management reported no remaining Stonegate Bank position as of Q1 2017 after selling out during the quarter.
  • Montgomery Investment Management sold 10,303 Stonegate Bank shares in Q1 2017, an estimated $430K.
  • Montgomery Investment Management first reported a position in Stonegate Bank in Q2 2016 and held it in 3 quarters.
  • Montgomery Investment Management's Stonegate Bank position peaked at $430K in Q4 2016.
  • 123 funds tracked by Wall St. Rank held Stonegate Bank as of Q1 2017.

Based on Montgomery Investment Management's 13F filing for Q1 2017, filed 8 May 2017.