MCM
SMPL

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

Maltese 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
2014
Q1 		– Sell
-22,500
Closed -$364K – 191
2013
Q4 		$364K Sell
22,500
-2,500
-10% -$39.4K 0.04% 161
2013
Q3 		$389K Buy
25,000
+10,300
+70% +$154K 0.04% 160
2013
Q2 		$213K Buy
+14,700
New +$216K 0.02% 162

Other funds holding SMPL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Maltese Capital Management's SMPL Position: Q1 2014 in Review

Maltese Capital Management sold out of SIMPLICITY BANCORP INC (SMPL) in Q1 2014, closing a stake of 22,500 shares — an estimated $364K sold.

Maltese Capital Management first reported a position in SMPL in Q2 2013 and held it in 3 quarters. The position peaked at $389K in Q3 2013. 38 funds tracked by Wall St. Rank hold SMPL as of Q1 2014.

  • Maltese Capital Management reported no remaining SIMPLICITY BANCORP INC position as of Q1 2014 after selling out during the quarter.
  • Maltese Capital Management sold 22,500 SIMPLICITY BANCORP INC shares in Q1 2014, an estimated $364K.
  • Maltese Capital Management first reported a position in SIMPLICITY BANCORP INC in Q2 2013 and held it in 3 quarters.
  • Maltese Capital Management's SIMPLICITY BANCORP INC position peaked at $389K in Q3 2013.
  • 38 funds tracked by Wall St. Rank held SIMPLICITY BANCORP INC as of Q1 2014.

Based on Maltese Capital Management's 13F filing for Q1 2014, filed 14 May 2014.