ACM
MNRK

Ativo Capital Management’s MONARCH FINANCIAL HOLDINGS INC COM STK MNRK Stock Holding History

Ativo Capital Management’s Portfolio MNRK Stock Details MNRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-43,052
Closed -$480K – 194
2014
Q1 		$480K Buy
43,052
+1
+0% +$11 0.19% 120
2013
Q4 		$482K Buy
43,051
+52
+0.1% +$545 0.21% 111
2013
Q3 		$458K Hold
42,999
– – 0.22% 96
2013
Q2 		$423K Buy
+42,999
New +$418K 0.22% 85

Other funds holding MNRK

MFAM
Motley Fool Asset Management Alexandria, Virginia $2.59B AUM 28.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFIMFI
Mesirow Financial Investment Management - Fixed Income Chicago, Illinois $98.4M AUM 13.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ativo Capital Management's MNRK Position: Q2 2014 in Review

Ativo Capital Management sold out of MONARCH FINANCIAL HOLDINGS INC COM STK (MNRK) in Q2 2014, closing a stake of 43,052 shares — an estimated $480K sold.

Ativo Capital Management first reported a position in MNRK in Q2 2013 and held it in 4 quarters. The position peaked at $482K in Q4 2013. 36 funds tracked by Wall St. Rank hold MNRK as of Q2 2014.

  • Ativo Capital Management reported no remaining MONARCH FINANCIAL HOLDINGS INC COM STK position as of Q2 2014 after selling out during the quarter.
  • Ativo Capital Management sold 43,052 MONARCH FINANCIAL HOLDINGS INC COM STK shares in Q2 2014, an estimated $480K.
  • Ativo Capital Management first reported a position in MONARCH FINANCIAL HOLDINGS INC COM STK in Q2 2013 and held it in 4 quarters.
  • Ativo Capital Management's MONARCH FINANCIAL HOLDINGS INC COM STK position peaked at $482K in Q4 2013.
  • 36 funds tracked by Wall St. Rank held MONARCH FINANCIAL HOLDINGS INC COM STK as of Q2 2014.

Based on Ativo Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.