Shine Investment Advisory Services’s Signature Bank SBNY Stock Holding History

Shine Investment Advisory 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
2020 Q3	$5K	Hold	66	–	–	﹤0.01%	650
2020 Q2	$7K	Hold	66	–	–	﹤0.01%	609
2020 Q1	$5K	Sell	66 -14	-18%	-$1.76K	﹤0.01%	618
2019 Q4	$11K	Hold	80	–	–	﹤0.01%	562
2019 Q3	$10K	Hold	80	–	–	﹤0.01%	563
2019 Q2	$10K	Hold	80	–	–	﹤0.01%	542
2019 Q1	$10K	Hold	80	–	–	﹤0.01%	551
2018 Q4	$8K	Hold	80	–	–	﹤0.01%	561
2018 Q3	$9K	Hold	80	–	–	﹤0.01%	542
2018 Q2	$10K	Hold	80	–	–	0.01%	536
2018 Q1	$11K	Hold	80	–	–	0.01%	523
2017 Q4	$11K	Hold	80	–	–	0.01%	527
2017 Q3	$10K	Buy	80 +23	+40%	+$3.02K	0.01%	534
2017 Q2	$8K	Buy	+57	New	+$8.08K	﹤0.01%	565

Other funds holding SBNY

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Shine Investment Advisory Services's SBNY Position: Q3 2020 in Review

Shine Investment Advisory Services held its Signature Bank (SBNY) position steady in Q3 2020 at 66 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Shine Investment Advisory Services first reported a position in SBNY in Q2 2017 and has held it in 14 quarters since. The position peaked at $11K in Q4 2019. 346 funds tracked by Wall St. Rank hold SBNY as of Q3 2020.

Shine Investment Advisory Services held 66 shares of Signature Bank worth $5K as of Q3 2020.
Shine Investment Advisory Services left its Signature Bank share count unchanged in Q3 2020.
Signature Bank made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #650 holding.
Shine Investment Advisory Services first reported a position in Signature Bank in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Signature Bank position peaked at $11K in Q4 2019.
346 funds tracked by Wall St. Rank held Signature Bank as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.