Carroll Financial Associates’s Stewardship Financial Corp SSFN Stock Holding History

Carroll Financial Associates’s Portfolio SSFN Stock Details SSFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,350	Closed	-$12K	–	1785
2019 Q1	$12K	Hold	1,350	–	–	﹤0.01%	904
2018 Q4	$11K	Hold	1,350	–	–	﹤0.01%	841
2018 Q3	$14K	Hold	1,350	–	–	﹤0.01%	819
2018 Q2	$15K	Hold	1,350	–	–	﹤0.01%	775
2018 Q1	$14K	Hold	1,350	–	–	﹤0.01%	768
2017 Q4	$13K	Hold	1,350	–	–	﹤0.01%	775
2017 Q3	$13K	Hold	1,350	–	–	﹤0.01%	767
2017 Q2	$12K	Hold	1,350	–	–	﹤0.01%	806
2017 Q1	$11K	Sell	1,350 -530	-28%	-$4.91K	﹤0.01%	816
2016 Q4	$18K	Hold	1,880	–	–	﹤0.01%	667
2016 Q3	$14K	Hold	1,880	–	–	﹤0.01%	745
2016 Q2	$12K	Hold	1,880	–	–	﹤0.01%	750
2016 Q1	$10K	Buy	+1,880	New	+$11K	﹤0.01%	775

Other funds holding SSFN

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return

CCM

Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

ROC

River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

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

Carroll Financial Associates's SSFN Position: Q2 2019 in Review

Carroll Financial Associates sold out of Stewardship Financial Corp (SSFN) in Q2 2019, closing a stake of 1,350 shares — an estimated $12K sold.

Carroll Financial Associates first reported a position in SSFN in Q1 2016 and held it in 13 quarters. The position peaked at $18K in Q4 2016. 30 funds tracked by Wall St. Rank hold SSFN as of Q2 2019.

Carroll Financial Associates reported no remaining Stewardship Financial Corp position as of Q2 2019 after selling out during the quarter.
Carroll Financial Associates sold 1,350 Stewardship Financial Corp shares in Q2 2019, an estimated $12K.
Carroll Financial Associates first reported a position in Stewardship Financial Corp in Q1 2016 and held it in 13 quarters.
Carroll Financial Associates's Stewardship Financial Corp position peaked at $18K in Q4 2016.
30 funds tracked by Wall St. Rank held Stewardship Financial Corp as of Q2 2019.

Based on Carroll Financial Associates's 13F filing for Q2 2019, filed 8 Jul 2019.