SFMG Wealth Advisors’s Atlantic Capital Bancshares, Inc. Common Stock ACBI Stock Holding History

SFMG Wealth Advisors’s Portfolio ACBI Stock Details ACBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-32,000	Closed	-$563K	–	167
2017 Q4	$563K	Hold	32,000	–	–	0.09%	67
2017 Q3	$581K	Sell	32,000 -2,861	-8%	-$52.1K	0.11%	61
2017 Q2	$662K	Buy	34,861 +8,715	+33%	+$164K	0.14%	53
2017 Q1	$495K	Buy	26,146 +15,688	+150%	+$298K	0.1%	61
2016 Q4	$199K	Buy	+10,458	New	+$167K	0.04%	114

Other funds holding ACBI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

SFMG Wealth Advisors's ACBI Position: Q1 2018 in Review

SFMG Wealth Advisors sold out of Atlantic Capital Bancshares, Inc. Common Stock (ACBI) in Q1 2018, closing a stake of 32,000 shares — an estimated $563K sold.

SFMG Wealth Advisors first reported a position in ACBI in Q4 2016 and held it in 5 quarters. The position peaked at $662K in Q2 2017. 104 funds tracked by Wall St. Rank hold ACBI as of Q1 2018.

SFMG Wealth Advisors reported no remaining Atlantic Capital Bancshares, Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
SFMG Wealth Advisors sold 32,000 Atlantic Capital Bancshares, Inc. Common Stock shares in Q1 2018, an estimated $563K.
SFMG Wealth Advisors first reported a position in Atlantic Capital Bancshares, Inc. Common Stock in Q4 2016 and held it in 5 quarters.
SFMG Wealth Advisors's Atlantic Capital Bancshares, Inc. Common Stock position peaked at $662K in Q2 2017.
104 funds tracked by Wall St. Rank held Atlantic Capital Bancshares, Inc. Common Stock as of Q1 2018.

Based on SFMG Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.