Janney Montgomery Scott
SIFI

Janney Montgomery Scott’s SI Financial Group, Inc. NEW MD SIFI Stock Holding History

Janney Montgomery Scott’s Portfolio SIFI Stock Details SIFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-10,731
Closed -$129K – 2100
2013
Q4 		$129K Hold
10,731
– – ﹤0.01% 1864
2013
Q3 		$122K Buy
+10,731
New +$121K ﹤0.01% 1787

Other funds holding SIFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GCM
Gruss Capital Management New York $715M AUM 9.91% 1-Year Est. Return
SWITC
Stewart West Indies Trading Company Boulder, Colorado $1.16B AUM 17.5% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Janney Montgomery Scott's SIFI Position: Q1 2014 in Review

Janney Montgomery Scott sold out of SI Financial Group, Inc. NEW MD (SIFI) in Q1 2014, closing a stake of 10,731 shares — an estimated $129K sold.

Janney Montgomery Scott first reported a position in SIFI in Q3 2013 and held it in 2 quarters. The position peaked at $129K in Q4 2013. 43 funds tracked by Wall St. Rank hold SIFI as of Q1 2014.

  • Janney Montgomery Scott reported no remaining SI Financial Group, Inc. NEW MD position as of Q1 2014 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,731 SI Financial Group, Inc. NEW MD shares in Q1 2014, an estimated $129K.
  • Janney Montgomery Scott first reported a position in SI Financial Group, Inc. NEW MD in Q3 2013 and held it in 2 quarters.
  • Janney Montgomery Scott's SI Financial Group, Inc. NEW MD position peaked at $129K in Q4 2013.
  • 43 funds tracked by Wall St. Rank held SI Financial Group, Inc. NEW MD as of Q1 2014.

Based on Janney Montgomery Scott's 13F filing for Q1 2014, filed 14 May 2014.