Squar Milner Financial Services’s Signature Bank SBNY Stock Holding History

Squar Milner 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
2020 Q2	–	Sell	-27	Closed	-$2K	–	809
2020 Q1	$2K	Hold	27	–	–	﹤0.01%	698
2019 Q4	$3K	Buy	+27	New	+$3.38K	﹤0.01%	723
2019 Q3	–	Sell	-21	Closed	-$3K	–	824
2019 Q2	$3K	Sell	21 -16	-43%	-$1.98K	﹤0.01%	710
2019 Q1	$4K	Hold	37	–	–	﹤0.01%	712
2018 Q4	$4K	Hold	37	–	–	﹤0.01%	630
2018 Q3	$4K	Hold	37	–	–	﹤0.01%	675
2018 Q2	$5K	Buy	+37	New	+$4.85K	﹤0.01%	730

Other funds holding SBNY

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Squar Milner Financial Services's SBNY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Signature Bank (SBNY) in Q2 2020, closing a stake of 27 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in SBNY in Q2 2018 and held it in 7 quarters. The position peaked at $5K in Q2 2018. 323 funds tracked by Wall St. Rank hold SBNY as of Q2 2020.

Squar Milner Financial Services reported no remaining Signature Bank position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 27 Signature Bank shares in Q2 2020, an estimated $2K.
Squar Milner Financial Services first reported a position in Signature Bank in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Signature Bank position peaked at $5K in Q2 2018.
323 funds tracked by Wall St. Rank held Signature Bank as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.