WA
SBNY

Winfield Associates’s Signature Bank SBNY Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-5
Closed -$1K – 806
2017
Q4 		$1K Sell
5
-5
-50% -$659 ﹤0.01% 826
2017
Q3 		$1K Hold
10
– – ﹤0.01% 776
2017
Q2 		$1K Hold
10
– – ﹤0.01% 858
2017
Q1 		$1K Hold
10
– – ﹤0.01% 739
2016
Q4 		$2K Buy
+10
New +$1.36K ﹤0.01% 595

Other funds holding SBNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Winfield Associates's SBNY Position: Q1 2018 in Review

Winfield Associates sold out of Signature Bank (SBNY) in Q1 2018, closing a stake of 5 shares — an estimated $1K sold.

Winfield Associates first reported a position in SBNY in Q4 2016 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 396 funds tracked by Wall St. Rank hold SBNY as of Q1 2018.

  • Winfield Associates reported no remaining Signature Bank position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 5 Signature Bank shares in Q1 2018, an estimated $1K.
  • Winfield Associates first reported a position in Signature Bank in Q4 2016 and held it in 5 quarters.
  • Winfield Associates's Signature Bank position peaked at $2K in Q4 2016.
  • 396 funds tracked by Wall St. Rank held Signature Bank as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.