UBS Group
SGBK

UBS Group’s Stonegate Bank SGBK Stock Holding History

UBS Group’s Portfolio SGBK Stock Details SGBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,411
Closed -$65K – 8277
2017
Q2 		$65K Sell
1,411
-550
-28% -$25.2K ﹤0.01% 5477
2017
Q1 		$92K Sell
1,961
-2,583
-57% -$117K ﹤0.01% 5120
2016
Q4 		$189K Buy
4,544
+763
+20% +$28.9K ﹤0.01% 4834
2016
Q3 		$127K Sell
3,781
-122
-3% -$3.95K ﹤0.01% 4853
2016
Q2 		$126K Buy
3,903
+1,250
+47% +$38.9K ﹤0.01% 4878
2016
Q1 		$80K Buy
2,653
+72
+3% +$2.15K ﹤0.01% 5145
2015
Q4 		$85K Hold
2,581
– – ﹤0.01% 5352
2015
Q3 		$82K Sell
2,581
-64
-2% -$1.97K ﹤0.01% 5387
2015
Q2 		$79K Buy
2,645
+2,460
+1,330% +$72.9K ﹤0.01% 5606
2015
Q1 		$6K Sell
185
-1,036
-85% -$29.8K ﹤0.01% 8049
2014
Q4 		$36K Buy
+1,221
New +$33.7K ﹤0.01% 6914

Other funds holding SGBK

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

UBS Group's SGBK Position: Q3 2017 in Review

UBS Group sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 1,411 shares — an estimated $65K sold.

UBS Group first reported a position in SGBK in Q4 2014 and held it in 11 quarters. The position peaked at $189K in Q4 2016. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

  • UBS Group reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
  • UBS Group sold 1,411 Stonegate Bank shares in Q3 2017, an estimated $65K.
  • UBS Group first reported a position in Stonegate Bank in Q4 2014 and held it in 11 quarters.
  • UBS Group's Stonegate Bank position peaked at $189K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on UBS Group's 13F filing for Q3 2017, filed 14 Nov 2017.