TA
BANX

Townsend & Associates’s ArrowMark Financial BANX Stock Holding History

Townsend & Associates’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-460
Closed -$9K – 169
2017
Q4 		$9K Buy
+460
New +$9.41K 0.01% 162

Other funds holding BANX

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Townsend & Associates's BANX Position: Q1 2018 in Review

Townsend & Associates sold out of ArrowMark Financial (BANX) in Q1 2018, closing a stake of 460 shares — an estimated $9K sold.

Townsend & Associates first reported a position in BANX in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 32 funds tracked by Wall St. Rank hold BANX as of Q1 2018.

  • Townsend & Associates reported no remaining ArrowMark Financial position as of Q1 2018 after selling out during the quarter.
  • Townsend & Associates sold 460 ArrowMark Financial shares in Q1 2018, an estimated $9K.
  • Townsend & Associates first reported a position in ArrowMark Financial in Q4 2017 and held it in 1 quarter.
  • Townsend & Associates's ArrowMark Financial position peaked at $9K in Q4 2017.
  • 32 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2018.

Based on Townsend & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.