UBS AM’s Stonegate Bank SGBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-5,600
Closed -$259K 2570
2017
Q2
$259K Buy
+5,600
New +$257K ﹤0.01% 2097

Other funds holding SGBK

UBS AM's SGBK Position: Q3 2017 in Review

UBS AM sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 5,600 shares — an estimated $259K sold.

UBS AM first reported a position in SGBK in Q2 2017 and held it in 1 quarter. The position peaked at $259K in Q2 2017. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

  • UBS AM reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
  • UBS AM sold 5,600 Stonegate Bank shares in Q3 2017, an estimated $259K.
  • UBS AM first reported a position in Stonegate Bank in Q2 2017 and held it in 1 quarter.
  • UBS AM's Stonegate Bank position peaked at $259K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on UBS AM's 13F filing for Q3 2017, filed 13 Nov 2017.