SFA
SAMG icon

Spectrum Financial Alliance’s Silvercrest Asset Management SAMG Stock Holding History

Spectrum Financial Alliance’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-750
Closed -$9K – 84
2018
Q4 		$9K Hold
750
– – 0.01% 68
2018
Q3 		$10K Hold
750
– – 0.01% 71
2018
Q2 		$12K Hold
750
– – 0.01% 66
2018
Q1 		$11K Buy
+750
New +$11.4K 0.01% 64

Other funds holding SAMG

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Spectrum Financial Alliance's SAMG Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Silvercrest Asset Management (SAMG) in Q1 2019, closing a stake of 750 shares — an estimated $9K sold.

Spectrum Financial Alliance first reported a position in SAMG in Q1 2018 and held it in 4 quarters. The position peaked at $12K in Q2 2018. 59 funds tracked by Wall St. Rank hold SAMG as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Silvercrest Asset Management position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 750 Silvercrest Asset Management shares in Q1 2019, an estimated $9K.
  • Spectrum Financial Alliance first reported a position in Silvercrest Asset Management in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's Silvercrest Asset Management position peaked at $12K in Q2 2018.
  • 59 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.