Steward Partners Investment Advisory’s SUSSEX BANCORP SBB Stock Holding History

Steward Partners Investment Advisory’s Portfolio SBB Stock Details SBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,108	Closed	-$64K	–	2672
2018 Q1	$64K	Buy	2,108 +1,067	+102%	+$32.4K	﹤0.01%	914
2017 Q4	$27K	Buy	+1,041	New	+$27K	﹤0.01%	1025

Other funds holding SBB

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Steward Partners Investment Advisory's SBB Position: Q2 2018 in Review

Steward Partners Investment Advisory sold out of SUSSEX BANCORP (SBB) in Q2 2018, closing a stake of 2,108 shares — an estimated $64K sold.

Steward Partners Investment Advisory first reported a position in SBB in Q4 2017 and held it in 2 quarters. The position peaked at $64K in Q1 2018. 1 fund tracked by Wall St. Rank holds SBB as of Q2 2018.

Steward Partners Investment Advisory reported no remaining SUSSEX BANCORP position as of Q2 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,108 SUSSEX BANCORP shares in Q2 2018, an estimated $64K.
Steward Partners Investment Advisory first reported a position in SUSSEX BANCORP in Q4 2017 and held it in 2 quarters.
Steward Partners Investment Advisory's SUSSEX BANCORP position peaked at $64K in Q1 2018.
1 fund tracked by Wall St. Rank held SUSSEX BANCORP as of Q2 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2018, filed 20 Jul 2018.