MCA
SWS
Mendon Capital Advisors’s SWS GROUP INC SWS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-183,068
| Closed | -$1.27M | – | 70 |
|
2014
Q4 | $1.27M | Hold |
183,068
| – | – | 0.53% | 38 |
|
2014
Q3 | $1.26M | Sell |
183,068
-196,932
| -52% | -$1.36M | 0.7% | 40 |
|
2014
Q2 | $2.77M | Sell |
380,000
-125,000
| -25% | -$910K | 1.38% | 22 |
|
2014
Q1 | $3.78M | Buy |
505,000
+250,000
| +98% | +$1.87M | 1.24% | 19 |
|
2013
Q4 | $1.55M | Sell |
255,000
-25,000
| -9% | -$152K | 0.6% | 47 |
|
2013
Q3 | $1.56M | Hold |
280,000
| – | – | 0.74% | 40 |
|
2013
Q2 | $1.53M | Buy |
+280,000
| New | +$1.53M | 0.87% | 38 |
|