MLFP
BY icon

MPS Loria Financial Planners’s Byline Bancorp BY Stock Holding History

MPS Loria Financial Planners’s Portfolio BY Stock Details BY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-319
Closed -$4K – 615
2020
Q3 		$4K Hold
319
– – ﹤0.01% 277
2020
Q2 		$4K Buy
+319
New +$3.65K ﹤0.01% 286

Other funds holding BY

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

MPS Loria Financial Planners's BY Position: Q4 2020 in Review

MPS Loria Financial Planners sold out of Byline Bancorp (BY) in Q4 2020, closing a stake of 319 shares — an estimated $4K sold.

MPS Loria Financial Planners first reported a position in BY in Q2 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 90 funds tracked by Wall St. Rank hold BY as of Q4 2020.

  • MPS Loria Financial Planners reported no remaining Byline Bancorp position as of Q4 2020 after selling out during the quarter.
  • MPS Loria Financial Planners sold 319 Byline Bancorp shares in Q4 2020, an estimated $4K.
  • MPS Loria Financial Planners first reported a position in Byline Bancorp in Q2 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Byline Bancorp position peaked at $4K in Q3 2020.
  • 90 funds tracked by Wall St. Rank held Byline Bancorp as of Q4 2020.

Based on MPS Loria Financial Planners's 13F filing for Q4 2020, filed 2 Feb 2021.