National Investment Services’s Stonegate Bank SGBK Stock Holding History

National Investment Services’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 Q3	–	Sell	-11,744	Closed	-$542K	–	66
2017 Q2	$542K	Buy	11,744 +5,698	+94%	+$261K	0.57%	42
2017 Q1	$285K	Sell	6,046 -1,813	-23%	-$82.1K	0.29%	46
2016 Q4	$328K	Sell	7,859 -382	-5%	-$14.5K	0.36%	38
2016 Q3	$278K	Hold	8,241	–	–	0.31%	41
2016 Q2	$266K	Buy	+8,241	New	+$256K	0.3%	40

Other funds holding SGBK

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

National Investment Services's SGBK Position: Q3 2017 in Review

National Investment Services sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 11,744 shares — an estimated $542K sold.

National Investment Services first reported a position in SGBK in Q2 2016 and held it in 5 quarters. The position peaked at $542K in Q2 2017. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

National Investment Services reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
National Investment Services sold 11,744 Stonegate Bank shares in Q3 2017, an estimated $542K.
National Investment Services first reported a position in Stonegate Bank in Q2 2016 and held it in 5 quarters.
National Investment Services's Stonegate Bank position peaked at $542K in Q2 2017.
1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on National Investment Services's 13F filing for Q3 2017, filed 5 Oct 2017.