CCM
SVBI

Coe Capital Management’s Severn Bancorp Inc/MD SVBI Stock Holding History

Coe Capital Management’s Portfolio SVBI Stock Details SVBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-13,875
Closed -$66K – 268
2013
Q4 		$66K Sell
13,875
-4,692
-25% -$22.5K 0.02% 197
2013
Q3 		$97K Buy
+18,567
New +$92.6K 0.06% 106

Other funds holding SVBI

SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coe Capital Management's SVBI Position: Q1 2014 in Review

Coe Capital Management sold out of Severn Bancorp Inc/MD (SVBI) in Q1 2014, closing a stake of 13,875 shares — an estimated $66K sold.

Coe Capital Management first reported a position in SVBI in Q3 2013 and held it in 2 quarters. The position peaked at $97K in Q3 2013. 12 funds tracked by Wall St. Rank hold SVBI as of Q1 2014.

  • Coe Capital Management reported no remaining Severn Bancorp Inc/MD position as of Q1 2014 after selling out during the quarter.
  • Coe Capital Management sold 13,875 Severn Bancorp Inc/MD shares in Q1 2014, an estimated $66K.
  • Coe Capital Management first reported a position in Severn Bancorp Inc/MD in Q3 2013 and held it in 2 quarters.
  • Coe Capital Management's Severn Bancorp Inc/MD position peaked at $97K in Q3 2013.
  • 12 funds tracked by Wall St. Rank held Severn Bancorp Inc/MD as of Q1 2014.

Based on Coe Capital Management's 13F filing for Q1 2014, filed 14 May 2014.