CWAM
SMPL

Columbia Wanger Asset Management’s SIMPLICITY BANCORP INC SMPL Stock Holding History

Columbia Wanger Asset Management’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-716,333
Closed -$12.6M – 321
2014
Q1 		$12.6M Sell
716,333
-13,571
-2% -$228K 0.05% 271
2013
Q4 		$11.8M Sell
729,904
-106,541
-13% -$1.68M 0.05% 273
2013
Q3 		$13M Hold
836,445
– – 0.05% 264
2013
Q2 		$12.1M Buy
+836,445
New +$12.3M 0.05% 272

Other funds holding SMPL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Columbia Wanger Asset Management's SMPL Position: Q2 2014 in Review

Columbia Wanger Asset Management sold out of SIMPLICITY BANCORP INC (SMPL) in Q2 2014, closing a stake of 716,333 shares — an estimated $12.6M sold.

Columbia Wanger Asset Management first reported a position in SMPL in Q2 2013 and held it in 4 quarters. The position peaked at $13M in Q3 2013. 39 funds tracked by Wall St. Rank hold SMPL as of Q2 2014.

  • Columbia Wanger Asset Management reported no remaining SIMPLICITY BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Columbia Wanger Asset Management sold 716,333 SIMPLICITY BANCORP INC shares in Q2 2014, an estimated $12.6M.
  • Columbia Wanger Asset Management first reported a position in SIMPLICITY BANCORP INC in Q2 2013 and held it in 4 quarters.
  • Columbia Wanger Asset Management's SIMPLICITY BANCORP INC position peaked at $13M in Q3 2013.
  • 39 funds tracked by Wall St. Rank held SIMPLICITY BANCORP INC as of Q2 2014.

Based on Columbia Wanger Asset Management's 13F filing for Q2 2014, filed 12 Aug 2014.