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Steward Partners Investment Advisory’s Silvercrest Asset Management SAMG Stock Holding History

Steward Partners Investment Advisory’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
2018
Q4 		– Sell
-150
Closed -$2K – 1887
2018
Q3 		$2K Buy
+150
New +$2.42K ﹤0.01% 2397

Other funds holding SAMG

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RA
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BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Steward Partners Investment Advisory's SAMG Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Silvercrest Asset Management (SAMG) in Q4 2018, closing a stake of 150 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in SAMG in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 63 funds tracked by Wall St. Rank hold SAMG as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Silvercrest Asset Management position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 150 Silvercrest Asset Management shares in Q4 2018, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in Silvercrest Asset Management in Q3 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Silvercrest Asset Management position peaked at $2K in Q3 2018.
  • 63 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.