U
SGBK

UBS’s Stonegate Bank SGBK Stock Holding History

UBS’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
2014
Q3 		$48K Buy
1,880
+1,365
+265% +$34.7K ﹤0.01% 6893
2014
Q2 		$13K Buy
+515
New +$13.4K ﹤0.01% 8640

Other funds holding SGBK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FG
FSI Group Cincinnati, Ohio $64K AUM 14.13% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return

UBS's SGBK Position: Q3 2014 in Review

UBS increased its Stonegate Bank (SGBK) stake by 265% in Q3 2014, buying an estimated $34.7K and bringing the position to 1,880 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #6893.

UBS first reported a position in SGBK in Q2 2014 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold SGBK as of Q3 2014.

  • UBS held 1,880 shares of Stonegate Bank worth $48K as of Q3 2014.
  • UBS bought 1,365 Stonegate Bank shares in Q3 2014, an estimated $34.7K.
  • Stonegate Bank made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6893 holding.
  • UBS first reported a position in Stonegate Bank in Q2 2014 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Stonegate Bank as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.