LOM
SMPL

Loeb Offshore Management’s SIMPLICITY BANCORP INC SMPL Stock Holding History

Loeb Offshore 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
2014
Q4 		$373K Buy
+21,727
New +$360K 0.07% 95

Other funds holding SMPL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loeb Offshore Management's SMPL Position: Q4 2014 in Review

Loeb Offshore Management opened a new position in SIMPLICITY BANCORP INC (SMPL) in Q4 2014: 21,727 shares worth $373K. The stake represents 0.07% of the portfolio and ranks #95 among its holdings.

38 funds tracked by Wall St. Rank hold SMPL as of Q4 2014.

  • Loeb Offshore Management held 21,727 shares of SIMPLICITY BANCORP INC worth $373K as of Q4 2014.
  • SIMPLICITY BANCORP INC was a new Loeb Offshore Management position in Q4 2014.
  • SIMPLICITY BANCORP INC made up 0.07% of Loeb Offshore Management's portfolio in Q4 2014, its #95 holding.
  • 38 funds tracked by Wall St. Rank held SIMPLICITY BANCORP INC as of Q4 2014.

Based on Loeb Offshore Management's 13F filing for Q4 2014, filed 17 Feb 2015.