USA Financial Formulas’s Stonegate Bank SGBK Stock Holding History

USA Financial Formulas’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	-8,253	Closed	-$381K	–	353
2017 Q2	$381K	Buy	+8,253	New	+$379K	0.09%	197

Other funds holding SGBK

AIP

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

USA Financial Formulas's SGBK Position: Q3 2017 in Review

USA Financial Formulas sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 8,253 shares — an estimated $381K sold.

USA Financial Formulas first reported a position in SGBK in Q2 2017 and held it in 1 quarter. The position peaked at $381K in Q2 2017. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

USA Financial Formulas reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
USA Financial Formulas sold 8,253 Stonegate Bank shares in Q3 2017, an estimated $381K.
USA Financial Formulas first reported a position in Stonegate Bank in Q2 2017 and held it in 1 quarter.
USA Financial Formulas's Stonegate Bank position peaked at $381K in Q2 2017.
1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on USA Financial Formulas's 13F filing for Q3 2017, filed 11 Oct 2017.