UFA
SBNY

US Financial Advisors’s Signature Bank SBNY Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-11
Closed -$1K – 483
2016
Q1 		$1K Hold
11
– – ﹤0.01% 462
2015
Q4 		$2K Hold
11
– – ﹤0.01% 498
2015
Q3 		$2K Hold
11
– – ﹤0.01% 437
2015
Q2 		$2K Buy
+11
New +$1.53K ﹤0.01% 425

Other funds holding SBNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

US Financial Advisors's SBNY Position: Q2 2016 in Review

US Financial Advisors sold out of Signature Bank (SBNY) in Q2 2016, closing a stake of 11 shares — an estimated $1K sold.

US Financial Advisors first reported a position in SBNY in Q2 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2015. 410 funds tracked by Wall St. Rank hold SBNY as of Q2 2016.

  • US Financial Advisors reported no remaining Signature Bank position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 11 Signature Bank shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in Signature Bank in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Signature Bank position peaked at $2K in Q4 2015.
  • 410 funds tracked by Wall St. Rank held Signature Bank as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.