KCM
SMPL

Kennedy Capital Management’s SIMPLICITY BANCORP INC SMPL Stock Holding History

Kennedy Capital 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
2015
Q1 		– Sell
-41,636
Closed -$714K – 798
2014
Q4 		$714K Sell
41,636
-113,243
-73% -$1.87M 0.01% 692
2014
Q3 		$2.6M Sell
154,879
-10,132
-6% -$168K 0.05% 521
2014
Q2 		$2.88M Buy
165,011
+7,347
+5% +$125K 0.05% 481
2014
Q1 		$2.77M Buy
157,664
+3,633
+2% +$61K 0.05% 475
2013
Q4 		$2.49M Buy
154,031
+26,894
+21% +$424K 0.05% 506
2013
Q3 		$1.98M Buy
127,137
+49,898
+65% +$748K 0.04% 543
2013
Q2 		$1.12M Buy
+77,239
New +$1.13M 0.02% 626

Other funds holding SMPL

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Kennedy Capital Management's SMPL Position: Q1 2015 in Review

Kennedy Capital Management sold out of SIMPLICITY BANCORP INC (SMPL) in Q1 2015, closing a stake of 41,636 shares — an estimated $714K sold.

Kennedy Capital Management first reported a position in SMPL in Q2 2013 and held it in 7 quarters. The position peaked at $2.88M in Q2 2014. 1 fund tracked by Wall St. Rank holds SMPL as of Q1 2015.

  • Kennedy Capital Management reported no remaining SIMPLICITY BANCORP INC position as of Q1 2015 after selling out during the quarter.
  • Kennedy Capital Management sold 41,636 SIMPLICITY BANCORP INC shares in Q1 2015, an estimated $714K.
  • Kennedy Capital Management first reported a position in SIMPLICITY BANCORP INC in Q2 2013 and held it in 7 quarters.
  • Kennedy Capital Management's SIMPLICITY BANCORP INC position peaked at $2.88M in Q2 2014.
  • 1 fund tracked by Wall St. Rank held SIMPLICITY BANCORP INC as of Q1 2015.

Based on Kennedy Capital Management's 13F filing for Q1 2015, filed 7 May 2015.