MFW
SBNY

Mosaic Family Wealth’s Signature Bank SBNY Stock Holding History

Mosaic Family Wealth’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
2016
Q3 		– Sell
-29
Closed -$4K – 805
2016
Q2 		$4K Hold
29
– – ﹤0.01% 647
2016
Q1 		$3K Hold
29
– – ﹤0.01% 685
2015
Q4 		$4K Buy
+29
New +$4.38K ﹤0.01% 629

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mosaic Family Wealth's SBNY Position: Q3 2016 in Review

Mosaic Family Wealth sold out of Signature Bank (SBNY) in Q3 2016, closing a stake of 29 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in SBNY in Q4 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2016. 393 funds tracked by Wall St. Rank hold SBNY as of Q3 2016.

  • Mosaic Family Wealth reported no remaining Signature Bank position as of Q3 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 29 Signature Bank shares in Q3 2016, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Signature Bank in Q4 2015 and held it in 3 quarters.
  • Mosaic Family Wealth's Signature Bank position peaked at $4K in Q2 2016.
  • 393 funds tracked by Wall St. Rank held Signature Bank as of Q3 2016.

Based on Mosaic Family Wealth's 13F filing for Q3 2016, filed 16 Nov 2016.