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Hovde Capital Advisors’s Shore Bancshares SHBI Stock Holding History

Hovde Capital Advisors’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-46,593
Closed -$410K – 18
2013
Q3 		$410K Buy
46,593
+7,207
+18% +$58.7K 1.49% 11
2013
Q2 		$290K Buy
+39,386
New +$281K 0.42% 12

Other funds holding SHBI

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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return

Hovde Capital Advisors's SHBI Position: Q4 2013 in Review

Hovde Capital Advisors sold out of Shore Bancshares (SHBI) in Q4 2013, closing a stake of 46,593 shares — an estimated $410K sold.

Hovde Capital Advisors first reported a position in SHBI in Q2 2013 and held it in 2 quarters. The position peaked at $410K in Q3 2013. 29 funds tracked by Wall St. Rank hold SHBI as of Q4 2013.

  • Hovde Capital Advisors reported no remaining Shore Bancshares position as of Q4 2013 after selling out during the quarter.
  • Hovde Capital Advisors sold 46,593 Shore Bancshares shares in Q4 2013, an estimated $410K.
  • Hovde Capital Advisors first reported a position in Shore Bancshares in Q2 2013 and held it in 2 quarters.
  • Hovde Capital Advisors's Shore Bancshares position peaked at $410K in Q3 2013.
  • 29 funds tracked by Wall St. Rank held Shore Bancshares as of Q4 2013.

Based on Hovde Capital Advisors's 13F filing for Q4 2013, filed 11 Feb 2014.