DADC
SFBC

D.A. Davidson & Co’s Sound Financial Bancorp SFBC Stock Holding History

D.A. Davidson & Co’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
2017
Q3 		– Sell
-192
Closed -$5K – 1834
2017
Q2 		$5K Hold
192
– – ﹤0.01% 2208
2017
Q1 		$6K Hold
192
– – ﹤0.01% 2145
2016
Q4 		$5K Hold
192
– – ﹤0.01% 2261
2016
Q3 		$4K Hold
192
– – ﹤0.01% 2231
2016
Q2 		$4K Hold
192
– – ﹤0.01% 2168
2016
Q1 		$4K Hold
192
– – ﹤0.01% 2089
2015
Q4 		$4K Hold
192
– – ﹤0.01% 2057
2015
Q3 		$3K Hold
192
– – ﹤0.01% 2074
2015
Q2 		$4K Hold
192
– – ﹤0.01% 2041
2015
Q1 		$3K Hold
192
– – ﹤0.01% 1973
2014
Q4 		$3K Hold
192
– – ﹤0.01% 1995
2014
Q3 		$3K Buy
+192
New +$3.45K ﹤0.01% 2003

Other funds holding SFBC

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

D.A. Davidson & Co's SFBC Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Sound Financial Bancorp (SFBC) in Q3 2017, closing a stake of 192 shares — an estimated $5K sold.

D.A. Davidson & Co first reported a position in SFBC in Q3 2014 and held it in 12 quarters. The position peaked at $6K in Q1 2017. 20 funds tracked by Wall St. Rank hold SFBC as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Sound Financial Bancorp position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 192 Sound Financial Bancorp shares in Q3 2017, an estimated $5K.
  • D.A. Davidson & Co first reported a position in Sound Financial Bancorp in Q3 2014 and held it in 12 quarters.
  • D.A. Davidson & Co's Sound Financial Bancorp position peaked at $6K in Q1 2017.
  • 20 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.