Axa
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Axa’s Southern Missouri Bancorp SMBC Stock Holding History

Axa’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,317
Closed -$204K – 1358
2017
Q2 		$204K Hold
6,317
– – ﹤0.01% 1198
2017
Q1 		$224K Hold
6,317
– – ﹤0.01% 1209
2016
Q4 		$223K Buy
+6,317
New +$180K ﹤0.01% 1192
2016
Q3 		– Sell
-6,817
Closed -$160K – 1328
2016
Q2 		$160K Buy
6,817
+2,485
+57% +$60K ﹤0.01% 1192
2016
Q1 		$104K Sell
4,332
-300
-6% -$7.06K ﹤0.01% 1200
2015
Q4 		$111K Hold
4,632
– – ﹤0.01% 1236
2015
Q3 		$97K Hold
4,632
– – ﹤0.01% 1300
2015
Q2 		$87K Hold
4,632
– – ﹤0.01% 1296
2015
Q1 		$87K Buy
4,632
+1,220
+36% +$23K ﹤0.01% 1323
2014
Q4 		$65K Buy
3,412
+1,078
+46% +$20.1K ﹤0.01% 1343
2014
Q3 		$42K Sell
2,334
-8,266
-78% -$146K ﹤0.01% 1365
2014
Q2 		$189K Hold
10,600
– – ﹤0.01% 1247
2014
Q1 		$183K Buy
10,600
+9,600
+960% +$162K ﹤0.01% 1237
2013
Q4 		$17K Hold
1,000
– – ﹤0.01% 1353
2013
Q3 		$13K Hold
1,000
– – ﹤0.01% 1246
2013
Q2 		$13K Buy
+1,000
New +$12.7K ﹤0.01% 1224

Other funds holding SMBC

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Axa's SMBC Position: Q3 2017 in Review

Axa sold out of Southern Missouri Bancorp (SMBC) in Q3 2017, closing a stake of 6,317 shares — an estimated $204K sold.

Axa first reported a position in SMBC in Q2 2013 and held it in 16 quarters. The position peaked at $224K in Q1 2017. 62 funds tracked by Wall St. Rank hold SMBC as of Q3 2017.

  • Axa reported no remaining Southern Missouri Bancorp position as of Q3 2017 after selling out during the quarter.
  • Axa sold 6,317 Southern Missouri Bancorp shares in Q3 2017, an estimated $204K.
  • Axa first reported a position in Southern Missouri Bancorp in Q2 2013 and held it in 16 quarters.
  • Axa's Southern Missouri Bancorp position peaked at $224K in Q1 2017.
  • 62 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q3 2017.

Based on Axa's 13F filing for Q3 2017, filed 13 Nov 2017.