Stifel Financial’s Stonegate Bank SGBK Stock Holding History

Stifel Financial’s Portfolio SGBK Stock Details SGBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-13,916	Closed	-$642K	–	2700
2017 Q2	$642K	Sell	13,916 -3,018	-18%	-$138K	﹤0.01%	1737
2017 Q1	$797K	Buy	+16,934	New	+$767K	﹤0.01%	1555
2014 Q3	–	Sell	-12,529	Closed	-$314K	–	2377
2014 Q2	$314K	Buy	+12,529	New	+$326K	﹤0.01%	1752

Other funds holding SGBK

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Stifel Financial's SGBK Position: Q3 2017 in Review

Stifel Financial sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 13,916 shares — an estimated $642K sold.

Stifel Financial first reported a position in SGBK in Q2 2014 and held it in 3 quarters. The position peaked at $797K in Q1 2017. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

Stifel Financial reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
Stifel Financial sold 13,916 Stonegate Bank shares in Q3 2017, an estimated $642K.
Stifel Financial first reported a position in Stonegate Bank in Q2 2014 and held it in 3 quarters.
Stifel Financial's Stonegate Bank position peaked at $797K in Q1 2017.
1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on Stifel Financial's 13F filing for Q3 2017, filed 13 Nov 2017.