Nisa Investment Advisors
SGBK

Nisa Investment Advisors’s Stonegate Bank SGBK Stock Holding History

Nisa Investment Advisors’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
-350
Closed -$16K – 1879
2017
Q2 		$16K Buy
350
+250
+250% +$11.5K ﹤0.01% 1565
2017
Q1 		$5K Sell
100
-700
-88% -$31.7K ﹤0.01% 1816
2016
Q4 		$33K Hold
800
– – ﹤0.01% 1505
2016
Q3 		$27K Hold
800
– – ﹤0.01% 1557
2016
Q2 		$26K Hold
800
– – ﹤0.01% 1532
2016
Q1 		$24K Buy
+800
New +$23.9K ﹤0.01% 1558

Other funds holding SGBK

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Nisa Investment Advisors's SGBK Position: Q3 2017 in Review

Nisa Investment Advisors sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 350 shares — an estimated $16K sold.

Nisa Investment Advisors first reported a position in SGBK in Q1 2016 and held it in 6 quarters. The position peaked at $33K in Q4 2016. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

  • Nisa Investment Advisors reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
  • Nisa Investment Advisors sold 350 Stonegate Bank shares in Q3 2017, an estimated $16K.
  • Nisa Investment Advisors first reported a position in Stonegate Bank in Q1 2016 and held it in 6 quarters.
  • Nisa Investment Advisors's Stonegate Bank position peaked at $33K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on Nisa Investment Advisors's 13F filing for Q3 2017, filed 13 Oct 2017.