Patten Group’s Southwest Georgia Financial Corporation SGB Stock Holding History

Patten Group’s Portfolio SGB Stock Details SGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,027	Closed	-$21K	–	607
2018 Q4	$21K	Hold	1,027	–	–	0.01%	368
2018 Q3	$24K	Hold	1,027	–	–	0.01%	404
2018 Q2	$23K	Hold	1,027	–	–	0.01%	393
2018 Q1	$21K	Hold	1,027	–	–	0.01%	407
2017 Q4	$25K	Hold	1,027	–	–	0.01%	409
2017 Q3	$21K	Hold	1,027	–	–	0.01%	414
2017 Q2	$20K	Hold	1,027	–	–	0.01%	435
2017 Q1	$24K	Hold	1,027	–	–	0.01%	392
2016 Q4	$20K	Hold	1,027	–	–	0.01%	407
2016 Q3	$17.2K	Hold	1,027	–	–	0.01%	436
2016 Q2	$15K	Hold	1,027	–	–	0.01%	436
2016 Q1	$14.4K	Hold	1,027	–	–	0.01%	446
2015 Q4	$16.4K	Hold	1,027	–	–	0.01%	448
2015 Q3	$15.9K	Hold	1,027	–	–	0.01%	392
2015 Q2	$14.5K	Buy	+1,027	New	+$14.4K	0.01%	410

Other funds holding SGB

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Patten Group's SGB Position: Q1 2019 in Review

Patten Group sold out of Southwest Georgia Financial Corporation (SGB) in Q1 2019, closing a stake of 1,027 shares — an estimated $21K sold.

Patten Group first reported a position in SGB in Q2 2015 and held it in 15 quarters. The position peaked at $25K in Q4 2017. 14 funds tracked by Wall St. Rank hold SGB as of Q1 2019.

Patten Group reported no remaining Southwest Georgia Financial Corporation position as of Q1 2019 after selling out during the quarter.
Patten Group sold 1,027 Southwest Georgia Financial Corporation shares in Q1 2019, an estimated $21K.
Patten Group first reported a position in Southwest Georgia Financial Corporation in Q2 2015 and held it in 15 quarters.
Patten Group's Southwest Georgia Financial Corporation position peaked at $25K in Q4 2017.
14 funds tracked by Wall St. Rank held Southwest Georgia Financial Corporation as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.