CCM
SFBC

Coe Capital Management’s Sound Financial Bancorp SFBC Stock Holding History

Coe Capital Management’s Portfolio SFBC Stock Details SFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-10,400
Closed -$143K – 168
2013
Q2 		$143K Buy
+10,400
New +$135K 0.05% 205

Other funds holding SFBC

SJ
Stilwell Joseph $174M AUM 15.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TF
Trutina Financial Bellevue, Washington $76.7M AUM 19.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Coe Capital Management's SFBC Position: Q3 2013 in Review

Coe Capital Management sold out of Sound Financial Bancorp (SFBC) in Q3 2013, closing a stake of 10,400 shares — an estimated $143K sold.

Coe Capital Management first reported a position in SFBC in Q2 2013 and held it in 1 quarter. The position peaked at $143K in Q2 2013. 10 funds tracked by Wall St. Rank hold SFBC as of Q3 2013.

  • Coe Capital Management reported no remaining Sound Financial Bancorp position as of Q3 2013 after selling out during the quarter.
  • Coe Capital Management sold 10,400 Sound Financial Bancorp shares in Q3 2013, an estimated $143K.
  • Coe Capital Management first reported a position in Sound Financial Bancorp in Q2 2013 and held it in 1 quarter.
  • Coe Capital Management's Sound Financial Bancorp position peaked at $143K in Q2 2013.
  • 10 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q3 2013.

Based on Coe Capital Management's 13F filing for Q3 2013, filed 24 Oct 2013.