RFS
SBNY

Rockefeller Financial Services’s Signature Bank SBNY Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		– Sell
-1,500
Closed -$192K – 553
2017
Q3 		$192K Buy
+1,500
New +$197K ﹤0.01% 338

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Rockefeller Financial Services's SBNY Position: Q4 2017 in Review

Rockefeller Financial Services sold out of Signature Bank (SBNY) in Q4 2017, closing a stake of 1,500 shares — an estimated $192K sold.

Rockefeller Financial Services first reported a position in SBNY in Q3 2017 and held it in 1 quarter. The position peaked at $192K in Q3 2017. 382 funds tracked by Wall St. Rank hold SBNY as of Q4 2017.

  • Rockefeller Financial Services reported no remaining Signature Bank position as of Q4 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,500 Signature Bank shares in Q4 2017, an estimated $192K.
  • Rockefeller Financial Services first reported a position in Signature Bank in Q3 2017 and held it in 1 quarter.
  • Rockefeller Financial Services's Signature Bank position peaked at $192K in Q3 2017.
  • 382 funds tracked by Wall St. Rank held Signature Bank as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.