STA
SBNY

Summit Trail Advisors’s Signature Bank SBNY Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-17
Closed -$3K – 2148
2017
Q4 		$3K Buy
+17
New +$2.24K ﹤0.01% 1598

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Summit Trail Advisors's SBNY Position: Q1 2018 in Review

Summit Trail Advisors sold out of Signature Bank (SBNY) in Q1 2018, closing a stake of 17 shares — an estimated $3K sold.

Summit Trail Advisors first reported a position in SBNY in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 396 funds tracked by Wall St. Rank hold SBNY as of Q1 2018.

  • Summit Trail Advisors reported no remaining Signature Bank position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 17 Signature Bank shares in Q1 2018, an estimated $3K.
  • Summit Trail Advisors first reported a position in Signature Bank in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Signature Bank position peaked at $3K in Q4 2017.
  • 396 funds tracked by Wall St. Rank held Signature Bank as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.