LOM
TOFC

Loeb Offshore Management’s TOWER FINANCIAL CORP TOFC Stock Holding History

Loeb Offshore Management’s Portfolio TOFC Stock Details TOFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-8,572
Closed -$213K – 260
2013
Q4 		$213K Buy
+8,572
New +$208K 0.06% 161

Other funds holding TOFC

GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
TT
Tower Trust Fort Wayne, Indiana $159M AUM 18.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
STIA
Stone Toro Investment Advisers Princeton, New Jersey $9.94M AUM 37.52% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Loeb Offshore Management's TOFC Position: Q1 2014 in Review

Loeb Offshore Management sold out of TOWER FINANCIAL CORP (TOFC) in Q1 2014, closing a stake of 8,572 shares — an estimated $213K sold.

Loeb Offshore Management first reported a position in TOFC in Q4 2013 and held it in 1 quarter. The position peaked at $213K in Q4 2013. 21 funds tracked by Wall St. Rank hold TOFC as of Q1 2014.

  • Loeb Offshore Management reported no remaining TOWER FINANCIAL CORP position as of Q1 2014 after selling out during the quarter.
  • Loeb Offshore Management sold 8,572 TOWER FINANCIAL CORP shares in Q1 2014, an estimated $213K.
  • Loeb Offshore Management first reported a position in TOWER FINANCIAL CORP in Q4 2013 and held it in 1 quarter.
  • Loeb Offshore Management's TOWER FINANCIAL CORP position peaked at $213K in Q4 2013.
  • 21 funds tracked by Wall St. Rank held TOWER FINANCIAL CORP as of Q1 2014.

Based on Loeb Offshore Management's 13F filing for Q1 2014, filed 15 May 2014.