Charles Schwab’s ROMA FINANCIAL CORPORATION COM STK ROMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q4
Sell
-20,522
Closed -$388K 3098
2013
Q3
$388K Sell
20,522
-1,080
-5% -$20.3K ﹤0.01% 2650
2013
Q2
$400K Buy
+21,602
New +$367K ﹤0.01% 2609

Charles Schwab's ROMA Position: Q4 2013 in Review

Charles Schwab sold out of ROMA FINANCIAL CORPORATION COM STK (ROMA) in Q4 2013, closing a stake of 20,522 shares — an estimated $388K sold.

Charles Schwab first reported a position in ROMA in Q2 2013 and held it in 2 quarters. The position peaked at $400K in Q2 2013. 0 funds tracked by Wall St. Rank hold ROMA as of Q4 2013.

  • Charles Schwab reported no remaining ROMA FINANCIAL CORPORATION COM STK position as of Q4 2013 after selling out during the quarter.
  • Charles Schwab sold 20,522 ROMA FINANCIAL CORPORATION COM STK shares in Q4 2013, an estimated $388K.
  • Charles Schwab first reported a position in ROMA FINANCIAL CORPORATION COM STK in Q2 2013 and held it in 2 quarters.
  • Charles Schwab's ROMA FINANCIAL CORPORATION COM STK position peaked at $400K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held ROMA FINANCIAL CORPORATION COM STK as of Q4 2013.

Based on Charles Schwab's 13F filing for Q4 2013, filed 14 Feb 2014.