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Edmunds White Partners’s SB Financial Group SBFG Stock Holding History

Edmunds White Partners’s Portfolio SBFG Stock Details SBFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-12,739
Closed -$94K – 42
2013
Q3 		$94K Hold
12,739
– – 0.16% 32
2013
Q2 		$95K Buy
+12,739
New +$101K 0.15% 39

Other funds holding SBFG

J
JWest Carmel, Indiana $110M AUM 27.44% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Edmunds White Partners's SBFG Position: Q4 2013 in Review

Edmunds White Partners sold out of SB Financial Group (SBFG) in Q4 2013, closing a stake of 12,739 shares — an estimated $94K sold.

Edmunds White Partners first reported a position in SBFG in Q2 2013 and held it in 2 quarters. The position peaked at $95K in Q2 2013. 17 funds tracked by Wall St. Rank hold SBFG as of Q4 2013.

  • Edmunds White Partners reported no remaining SB Financial Group position as of Q4 2013 after selling out during the quarter.
  • Edmunds White Partners sold 12,739 SB Financial Group shares in Q4 2013, an estimated $94K.
  • Edmunds White Partners first reported a position in SB Financial Group in Q2 2013 and held it in 2 quarters.
  • Edmunds White Partners's SB Financial Group position peaked at $95K in Q2 2013.
  • 17 funds tracked by Wall St. Rank held SB Financial Group as of Q4 2013.

Based on Edmunds White Partners's 13F filing for Q4 2013, filed 5 Feb 2014.