WAM
SBNY

Wealthspire Advisors (Maryland)’s Signature Bank SBNY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-828
Closed -$106K – 2500
2019
Q1 		$106K Sell
828
-71
-8% -$9.04K 0.01% 624
2018
Q4 		$92K Sell
899
-15
-2% -$1.69K 0.01% 637
2018
Q3 		$105K Hold
914
– – 0.01% 671
2018
Q2 		$117K Sell
914
-19
-2% -$2.49K 0.01% 644
2018
Q1 		$132K Sell
933
-105
-10% -$15.8K 0.01% 604
2017
Q4 		$142K Sell
1,038
-338
-25% -$44.5K 0.01% 593
2017
Q3 		$176K Sell
1,376
-30
-2% -$3.94K 0.02% 514
2017
Q2 		$202K Buy
1,406
+21
+2% +$2.98K 0.02% 449
2017
Q1 		$206K Sell
1,385
-17
-1% -$2.63K 0.03% 383
2016
Q4 		$211K Sell
1,402
-46
-3% -$6.27K 0.03% 354
2016
Q3 		$172K Sell
1,448
-98
-6% -$11.8K 0.03% 422
2016
Q2 		$193K Sell
1,546
-88
-5% -$11.8K 0.03% 373
2016
Q1 		$222K Buy
1,634
+81
+5% +$11K 0.04% 335
2015
Q4 		$238K Buy
+1,553
New +$234K 0.04% 318

Other funds holding SBNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SBNY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Signature Bank (SBNY) in Q2 2019, closing a stake of 828 shares — an estimated $106K sold.

Wealthspire Advisors (Maryland) first reported a position in SBNY in Q4 2015 and held it in 14 quarters. The position peaked at $238K in Q4 2015. 358 funds tracked by Wall St. Rank hold SBNY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Signature Bank position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 828 Signature Bank shares in Q2 2019, an estimated $106K.
  • Wealthspire Advisors (Maryland) first reported a position in Signature Bank in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Signature Bank position peaked at $238K in Q4 2015.
  • 358 funds tracked by Wall St. Rank held Signature Bank as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.