SW
SBNY

SVB Wealth’s Signature Bank SBNY Stock Holding History

SVB Wealth’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
-2,426
Closed -$279K – 450
2018
Q3 		$279K Sell
2,426
-3,205
-57% -$378K 0.01% 377
2018
Q2 		$720K Sell
5,631
-855
-13% -$112K 0.03% 293
2018
Q1 		$921K Sell
6,486
-532
-8% -$80.2K 0.04% 273
2017
Q4 		$963K Sell
7,018
-495
-7% -$65.2K 0.04% 263
2017
Q3 		$962K Sell
7,513
-55
-0.7% -$7.22K 0.04% 261
2017
Q2 		$1.09M Buy
7,568
+25
+0.3% +$3.54K 0.04% 242
2017
Q1 		$1.12M Sell
7,543
-207
-3% -$32.1K 0.04% 232
2016
Q4 		$1.16M Buy
+7,750
New +$1.06M 0.05% 234

Other funds holding SBNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SVB Wealth's SBNY Position: Q4 2018 in Review

SVB Wealth sold out of Signature Bank (SBNY) in Q4 2018, closing a stake of 2,426 shares — an estimated $279K sold.

SVB Wealth first reported a position in SBNY in Q4 2016 and held it in 8 quarters. The position peaked at $1.16M in Q4 2016. 383 funds tracked by Wall St. Rank hold SBNY as of Q4 2018.

  • SVB Wealth reported no remaining Signature Bank position as of Q4 2018 after selling out during the quarter.
  • SVB Wealth sold 2,426 Signature Bank shares in Q4 2018, an estimated $279K.
  • SVB Wealth first reported a position in Signature Bank in Q4 2016 and held it in 8 quarters.
  • SVB Wealth's Signature Bank position peaked at $1.16M in Q4 2016.
  • 383 funds tracked by Wall St. Rank held Signature Bank as of Q4 2018.

Based on SVB Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.