AG
SSFN

Advisor Group’s Stewardship Financial Corp SSFN Stock Holding History

Advisor Group’s Portfolio SSFN Stock Details SSFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,376
Closed -$63K – 5323
2018
Q2 		$63K Hold
5,376
– – ﹤0.01% 2910
2018
Q1 		$59K Hold
5,376
– – ﹤0.01% 2940
2017
Q4 		$55K Hold
5,376
– – ﹤0.01% 3014
2017
Q3 		$53K Buy
+5,376
New +$50.3K ﹤0.01% 2898
2017
Q2 		– Sell
-5,723
Closed -$49K – 4985
2017
Q1 		$49K Sell
5,723
-1,462
-20% -$13.5K ﹤0.01% 2730
2016
Q4 		$70K Sell
7,185
-523
-7% -$4.41K ﹤0.01% 2336
2016
Q3 		$61K Buy
+7,708
New +$55.5K ﹤0.01% 2374

Other funds holding SSFN

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

Advisor Group's SSFN Position: Q3 2018 in Review

Advisor Group sold out of Stewardship Financial Corp (SSFN) in Q3 2018, closing a stake of 5,376 shares — an estimated $63K sold.

Advisor Group first reported a position in SSFN in Q3 2016 and held it in 7 quarters. The position peaked at $70K in Q4 2016. 24 funds tracked by Wall St. Rank hold SSFN as of Q3 2018.

  • Advisor Group reported no remaining Stewardship Financial Corp position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 5,376 Stewardship Financial Corp shares in Q3 2018, an estimated $63K.
  • Advisor Group first reported a position in Stewardship Financial Corp in Q3 2016 and held it in 7 quarters.
  • Advisor Group's Stewardship Financial Corp position peaked at $70K in Q4 2016.
  • 24 funds tracked by Wall St. Rank held Stewardship Financial Corp as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.