Motley Fool Wealth Management’s Towne Bank TOWN Stock Holding History

Motley Fool Wealth Management’s Portfolio TOWN Stock Details TOWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-103,375	Closed	-$3.35M	–	161
2017 Q1	$3.35M	Buy	103,375 +5,951	+6%	+$193K	0.32%	90
2016 Q4	$3.24M	Sell	97,424 -38,789	-28%	-$1.12M	0.35%	87
2016 Q3	$3.27M	Sell	136,213 -2,170	-2%	-$50.3K	0.35%	83
2016 Q2	$3M	Buy	138,383 +9,098	+7%	+$191K	0.33%	86
2016 Q1	$2.48M	Buy	129,285 +43,805	+51%	+$810K	0.29%	102
2015 Q4	$1.78M	Buy	+85,480	New	+$1.81M	0.21%	116

Other funds holding TOWN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Motley Fool Wealth Management's TOWN Position: Q2 2017 in Review

Motley Fool Wealth Management sold out of Towne Bank (TOWN) in Q2 2017, closing a stake of 103,375 shares — an estimated $3.35M sold.

Motley Fool Wealth Management first reported a position in TOWN in Q4 2015 and held it in 6 quarters. The position peaked at $3.35M in Q1 2017. 109 funds tracked by Wall St. Rank hold TOWN as of Q2 2017.

Motley Fool Wealth Management reported no remaining Towne Bank position as of Q2 2017 after selling out during the quarter.
Motley Fool Wealth Management sold 103,375 Towne Bank shares in Q2 2017, an estimated $3.35M.
Motley Fool Wealth Management first reported a position in Towne Bank in Q4 2015 and held it in 6 quarters.
Motley Fool Wealth Management's Towne Bank position peaked at $3.35M in Q1 2017.
109 funds tracked by Wall St. Rank held Towne Bank as of Q2 2017.

Based on Motley Fool Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.