OBWP
SBNY

O'Brien Wealth Partners’s Signature Bank SBNY Stock Holding History

O'Brien Wealth Partners’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
2018
Q4 		– Sell
-45
Closed -$5K – 222
2018
Q3 		$5K Buy
+45
New +$5.3K ﹤0.01% 161

Other funds holding SBNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

O'Brien Wealth Partners's SBNY Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Signature Bank (SBNY) in Q4 2018, closing a stake of 45 shares — an estimated $5K sold.

O'Brien Wealth Partners first reported a position in SBNY in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 383 funds tracked by Wall St. Rank hold SBNY as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Signature Bank position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 45 Signature Bank shares in Q4 2018, an estimated $5K.
  • O'Brien Wealth Partners first reported a position in Signature Bank in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Signature Bank position peaked at $5K in Q3 2018.
  • 383 funds tracked by Wall St. Rank held Signature Bank as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.