SFG
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SevenBridge Financial Group’s Five Below FIVE Stock Holding History

SevenBridge Financial Group’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-375
Closed -$21K – 629
2017
Q3 		$21K Buy
+375
New +$18.4K 0.01% 366

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SevenBridge Financial Group's FIVE Position: Q4 2017 in Review

SevenBridge Financial Group sold out of Five Below (FIVE) in Q4 2017, closing a stake of 375 shares — an estimated $21K sold.

SevenBridge Financial Group first reported a position in FIVE in Q3 2017 and held it in 1 quarter. The position peaked at $21K in Q3 2017. 317 funds tracked by Wall St. Rank hold FIVE as of Q4 2017.

  • SevenBridge Financial Group reported no remaining Five Below position as of Q4 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 375 Five Below shares in Q4 2017, an estimated $21K.
  • SevenBridge Financial Group first reported a position in Five Below in Q3 2017 and held it in 1 quarter.
  • SevenBridge Financial Group's Five Below position peaked at $21K in Q3 2017.
  • 317 funds tracked by Wall St. Rank held Five Below as of Q4 2017.

Based on SevenBridge Financial Group's 13F filing for Q4 2017, filed 20 Feb 2018.