WAS
SBNY

Winch Advisory Services’s Signature Bank SBNY Stock Holding History

Winch Advisory Services’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
Q3 		– Sell
-15
Closed -$2K – 457
2019
Q2 		$2K Buy
+15
New +$1.85K ﹤0.01% 393

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ATO
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winch Advisory Services's SBNY Position: Q3 2019 in Review

Winch Advisory Services sold out of Signature Bank (SBNY) in Q3 2019, closing a stake of 15 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in SBNY in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 357 funds tracked by Wall St. Rank hold SBNY as of Q3 2019.

  • Winch Advisory Services reported no remaining Signature Bank position as of Q3 2019 after selling out during the quarter.
  • Winch Advisory Services sold 15 Signature Bank shares in Q3 2019, an estimated $2K.
  • Winch Advisory Services first reported a position in Signature Bank in Q2 2019 and held it in 1 quarter.
  • Winch Advisory Services's Signature Bank position peaked at $2K in Q2 2019.
  • 357 funds tracked by Wall St. Rank held Signature Bank as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.