W
SBNY

Wealthfront’s Signature Bank SBNY Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-321
Closed -$44K – 1380
2015
Q3 		$44K Buy
321
+219
+215% +$30.9K ﹤0.01% 545
2015
Q2 		$15K Buy
102
+50
+96% +$6.94K ﹤0.01% 731
2015
Q1 		$7K Buy
52
+51
+5,100% +$6.33K ﹤0.01% 732
2014
Q4 		$0 Buy
+1
New +$119 ﹤0.01% 1202

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 $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Wealthfront's SBNY Position: Q4 2015 in Review

Wealthfront sold out of Signature Bank (SBNY) in Q4 2015, closing a stake of 321 shares — an estimated $44K sold.

Wealthfront first reported a position in SBNY in Q4 2014 and held it in 4 quarters. The position peaked at $44K in Q3 2015. 394 funds tracked by Wall St. Rank hold SBNY as of Q4 2015.

  • Wealthfront reported no remaining Signature Bank position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 321 Signature Bank shares in Q4 2015, an estimated $44K.
  • Wealthfront first reported a position in Signature Bank in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Signature Bank position peaked at $44K in Q3 2015.
  • 394 funds tracked by Wall St. Rank held Signature Bank as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.