Advisory Research’s CHEVIOT FINL CORP CHEV Stock Holding History

Advisory Research’s Portfolio CHEV Stock Details CHEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-104,542	Closed	-$1.08M	–	806
2013 Q4	$1.08M	Sell	104,542 -25,000	-19%	-$264K	0.01%	241
2013 Q3	$1.41M	Hold	129,542	–	–	0.02%	220
2013 Q2	$1.47M	Buy	+129,542	New	+$1.47M	0.02%	215

Other funds holding CHEV

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

CCM

Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

HHC

Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return

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

Stilwell Joseph $174M AUM 15.41% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Advisory Research's CHEV Position: Q1 2014 in Review

Advisory Research sold out of CHEVIOT FINL CORP (CHEV) in Q1 2014, closing a stake of 104,542 shares — an estimated $1.08M sold.

Advisory Research first reported a position in CHEV in Q2 2013 and held it in 3 quarters. The position peaked at $1.47M in Q2 2013. 23 funds tracked by Wall St. Rank hold CHEV as of Q1 2014.

Advisory Research reported no remaining CHEVIOT FINL CORP position as of Q1 2014 after selling out during the quarter.
Advisory Research sold 104,542 CHEVIOT FINL CORP shares in Q1 2014, an estimated $1.08M.
Advisory Research first reported a position in CHEVIOT FINL CORP in Q2 2013 and held it in 3 quarters.
Advisory Research's CHEVIOT FINL CORP position peaked at $1.47M in Q2 2013.
23 funds tracked by Wall St. Rank held CHEVIOT FINL CORP as of Q1 2014.

Based on Advisory Research's 13F filing for Q1 2014, filed 15 May 2014.