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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Westover Capital Advisors's SBNY Position: Q3 2017 in Review

Westover Capital Advisors sold out of Signature Bank (SBNY) in Q3 2017, closing a stake of 3,190 shares — an estimated $458K sold.

Westover Capital Advisors first reported a position in SBNY in Q3 2015 and held it in 6 quarters. The position peaked at $1.88M in Q4 2015. 371 funds tracked by Wall St. Rank hold SBNY as of Q3 2017.

Westover Capital Advisors reported no remaining Signature Bank position as of Q3 2017 after selling out during the quarter.
Westover Capital Advisors sold 3,190 Signature Bank shares in Q3 2017, an estimated $458K.
Westover Capital Advisors first reported a position in Signature Bank in Q3 2015 and held it in 6 quarters.
Westover Capital Advisors's Signature Bank position peaked at $1.88M in Q4 2015.
371 funds tracked by Wall St. Rank held Signature Bank as of Q3 2017.

Based on Westover Capital Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.