Bank of New York Mellon
SMPL

Bank of New York Mellon’s SIMPLICITY BANCORP INC SMPL Stock Holding History

Bank of New York Mellon’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-20,957
Closed -$352K – 4340
2014
Q3 		$352K Sell
20,957
-180
-0.9% -$2.99K ﹤0.01% 3743
2014
Q2 		$369K Buy
21,137
+83
+0.4% +$1.41K ﹤0.01% 3683
2014
Q1 		$371K Buy
21,054
+54
+0.3% +$907 ﹤0.01% 3671
2013
Q4 		$340K Buy
21,000
+432
+2% +$6.81K ﹤0.01% 3710
2013
Q3 		$320K Buy
20,568
+791
+4% +$11.8K ﹤0.01% 3659
2013
Q2 		$287K Buy
+19,777
New +$290K ﹤0.01% 3681

Other funds holding SMPL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon's SMPL Position: Q4 2014 in Review

Bank of New York Mellon sold out of SIMPLICITY BANCORP INC (SMPL) in Q4 2014, closing a stake of 20,957 shares — an estimated $352K sold.

Bank of New York Mellon first reported a position in SMPL in Q2 2013 and held it in 6 quarters. The position peaked at $371K in Q1 2014. 38 funds tracked by Wall St. Rank hold SMPL as of Q4 2014.

  • Bank of New York Mellon reported no remaining SIMPLICITY BANCORP INC position as of Q4 2014 after selling out during the quarter.
  • Bank of New York Mellon sold 20,957 SIMPLICITY BANCORP INC shares in Q4 2014, an estimated $352K.
  • Bank of New York Mellon first reported a position in SIMPLICITY BANCORP INC in Q2 2013 and held it in 6 quarters.
  • Bank of New York Mellon's SIMPLICITY BANCORP INC position peaked at $371K in Q1 2014.
  • 38 funds tracked by Wall St. Rank held SIMPLICITY BANCORP INC as of Q4 2014.

Based on Bank of New York Mellon's 13F filing for Q4 2014, filed 17 Feb 2015.