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Whitener Capital Management’s Towne Bank TOWN Stock Holding History

Whitener Capital Management’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-276
Closed -$7K – 396
2019
Q3 		$7K Hold
276
– – ﹤0.01% 386
2019
Q2 		$7K Hold
276
– – ﹤0.01% 372
2019
Q1 		$6K Hold
276
– – ﹤0.01% 374
2018
Q4 		$6K Hold
276
– – ﹤0.01% 354
2018
Q3 		$8K Buy
+276
New +$8.92K 0.01% 355
2018
Q2 		– Sell
-276
Closed -$7K – 371
2018
Q1 		$7K Buy
+276
New +$8.29K 0.01% 366

Other funds holding TOWN

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Whitener Capital Management's TOWN Position: Q4 2019 in Review

Whitener Capital Management sold out of Towne Bank (TOWN) in Q4 2019, closing a stake of 276 shares — an estimated $7K sold.

Whitener Capital Management first reported a position in TOWN in Q1 2018 and held it in 6 quarters. The position peaked at $8K in Q3 2018. 141 funds tracked by Wall St. Rank hold TOWN as of Q4 2019.

  • Whitener Capital Management reported no remaining Towne Bank position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 276 Towne Bank shares in Q4 2019, an estimated $7K.
  • Whitener Capital Management first reported a position in Towne Bank in Q1 2018 and held it in 6 quarters.
  • Whitener Capital Management's Towne Bank position peaked at $8K in Q3 2018.
  • 141 funds tracked by Wall St. Rank held Towne Bank as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.