WCA
SBNY

Westover Capital Advisors’s Signature Bank SBNY Stock Holding History

Westover Capital 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
2017
Q3 		– Sell
-3,190
Closed -$458K – 132
2017
Q2 		$458K Sell
3,190
-506
-14% -$71.7K 0.3% 71
2017
Q1 		$548K Sell
3,696
-3
-0.1% -$465 0.37% 67
2016
Q4 		$556K Buy
+3,699
New +$504K 0.4% 63
2016
Q2 		– Sell
-12,215
Closed -$1.66M – 95
2016
Q1 		$1.66M Sell
12,215
-69
-0.6% -$9.4K 1.4% 28
2015
Q4 		$1.88M Buy
12,284
+165
+1% +$24.9K 1.57% 24
2015
Q3 		$1.67M Buy
+12,119
New +$1.71M 1.44% 30

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return