MSFP
PBIP

Mark Sheptoff Financial Planning’s Prudential Bancorp, Inc. PBIP Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PBIP Stock Details PBIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-500
Closed -$7K – 379
2016
Q1 		$7K Sell
500
-6,550
-93% -$98.4K 0.01% 267
2015
Q4 		$107K Sell
7,050
-2,200
-24% -$32.5K 0.09% 129
2015
Q3 		$133K Buy
+9,250
New +$135K 0.12% 114

Other funds holding PBIP

LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mark Sheptoff Financial Planning's PBIP Position: Q2 2016 in Review

Mark Sheptoff Financial Planning sold out of Prudential Bancorp, Inc. (PBIP) in Q2 2016, closing a stake of 500 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in PBIP in Q3 2015 and held it in 3 quarters. The position peaked at $133K in Q3 2015. 24 funds tracked by Wall St. Rank hold PBIP as of Q2 2016.

  • Mark Sheptoff Financial Planning reported no remaining Prudential Bancorp, Inc. position as of Q2 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 Prudential Bancorp, Inc. shares in Q2 2016, an estimated $7K.
  • Mark Sheptoff Financial Planning first reported a position in Prudential Bancorp, Inc. in Q3 2015 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Prudential Bancorp, Inc. position peaked at $133K in Q3 2015.
  • 24 funds tracked by Wall St. Rank held Prudential Bancorp, Inc. as of Q2 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2016, filed 9 Aug 2016.