SWP
SBNY

Stratos Wealth Partners’s Signature Bank SBNY Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-10
Closed -$1K – 3038
2018
Q3 		$1K Buy
+10
New +$1.18K ﹤0.01% 2937
2018
Q2 		– Sell
-10
Closed -$1K – 3144
2018
Q1 		$1K Hold
10
– – ﹤0.01% 3096
2017
Q4 		$1K Buy
+10
New +$1.32K ﹤0.01% 2788

Other funds holding SBNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Stratos Wealth Partners's SBNY Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Signature Bank (SBNY) in Q4 2018, closing a stake of 10 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in SBNY in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 383 funds tracked by Wall St. Rank hold SBNY as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Signature Bank position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 10 Signature Bank shares in Q4 2018, an estimated $1K.
  • Stratos Wealth Partners first reported a position in Signature Bank in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Signature Bank position peaked at $1K in Q3 2018.
  • 383 funds tracked by Wall St. Rank held Signature Bank as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.