RJA
SGBK

Raymond James & Associates’s Stonegate Bank SGBK Stock Holding History

Raymond James & Associates’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
Q1 		– Sell
-7,990
Closed -$333K – 3463
2016
Q4 		$333K Buy
+7,990
New +$303K ﹤0.01% 2572

Other funds holding SGBK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Raymond James & Associates's SGBK Position: Q1 2017 in Review

Raymond James & Associates sold out of Stonegate Bank (SGBK) in Q1 2017, closing a stake of 7,990 shares — an estimated $333K sold.

Raymond James & Associates first reported a position in SGBK in Q4 2016 and held it in 1 quarter. The position peaked at $333K in Q4 2016. 123 funds tracked by Wall St. Rank hold SGBK as of Q1 2017.

  • Raymond James & Associates reported no remaining Stonegate Bank position as of Q1 2017 after selling out during the quarter.
  • Raymond James & Associates sold 7,990 Stonegate Bank shares in Q1 2017, an estimated $333K.
  • Raymond James & Associates first reported a position in Stonegate Bank in Q4 2016 and held it in 1 quarter.
  • Raymond James & Associates's Stonegate Bank position peaked at $333K in Q4 2016.
  • 123 funds tracked by Wall St. Rank held Stonegate Bank as of Q1 2017.

Based on Raymond James & Associates's 13F filing for Q1 2017, filed 15 May 2017.