THWM
SBNY

Taylor Hoffman Wealth Management’s Signature Bank SBNY Stock Holding History

Taylor Hoffman Wealth Management’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
Q3 		– Sell
-35
Closed -$4K – 429
2018
Q2 		$4K Hold
35
– – ﹤0.01% 335
2018
Q1 		$5K Hold
35
– – ﹤0.01% 340
2017
Q4 		$5K Buy
+35
New +$4.61K ﹤0.01% 347

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 $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Taylor Hoffman Wealth Management's SBNY Position: Q3 2018 in Review

Taylor Hoffman Wealth Management sold out of Signature Bank (SBNY) in Q3 2018, closing a stake of 35 shares — an estimated $4K sold.

Taylor Hoffman Wealth Management first reported a position in SBNY in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 349 funds tracked by Wall St. Rank hold SBNY as of Q3 2018.

  • Taylor Hoffman Wealth Management reported no remaining Signature Bank position as of Q3 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 35 Signature Bank shares in Q3 2018, an estimated $4K.
  • Taylor Hoffman Wealth Management first reported a position in Signature Bank in Q4 2017 and held it in 3 quarters.
  • Taylor Hoffman Wealth Management's Signature Bank position peaked at $5K in Q1 2018.
  • 349 funds tracked by Wall St. Rank held Signature Bank as of Q3 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2018, filed 25 Oct 2018.