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Bruderman Asset Management’s Summit State Bank SSBI Stock Holding History

Bruderman Asset Management’s Portfolio SSBI Stock Details SSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,265
Closed -$13K – 499
2019
Q1 		$13K Hold
1,265
– – ﹤0.01% 412
2018
Q4 		$14K Buy
+1,265
New +$14.8K ﹤0.01% 395

Other funds holding SSBI

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KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Bruderman Asset Management's SSBI Position: Q2 2019 in Review

Bruderman Asset Management sold out of Summit State Bank (SSBI) in Q2 2019, closing a stake of 1,265 shares — an estimated $13K sold.

Bruderman Asset Management first reported a position in SSBI in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q4 2018. 25 funds tracked by Wall St. Rank hold SSBI as of Q2 2019.

  • Bruderman Asset Management reported no remaining Summit State Bank position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 1,265 Summit State Bank shares in Q2 2019, an estimated $13K.
  • Bruderman Asset Management first reported a position in Summit State Bank in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Summit State Bank position peaked at $14K in Q4 2018.
  • 25 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.