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MUFG Americas’s Southern Missouri Bancorp SMBC Stock Holding History

MUFG Americas’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-310
Closed -$6K – 1269
2015
Q1 		$6K Buy
310
+50
+19% +$941 ﹤0.01% 997
2014
Q4 		$5K Buy
260
+40
+18% +$744 ﹤0.01% 1089
2014
Q3 		$4K Buy
+220
New +$3.89K ﹤0.01% 1131

Other funds holding SMBC

JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCOTO
Trust Company of the Ozarks Springfield, Missouri $290M AUM 12.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

MUFG Americas's SMBC Position: Q2 2015 in Review

MUFG Americas sold out of Southern Missouri Bancorp (SMBC) in Q2 2015, closing a stake of 310 shares — an estimated $6K sold.

MUFG Americas first reported a position in SMBC in Q3 2014 and held it in 3 quarters. The position peaked at $6K in Q1 2015. 26 funds tracked by Wall St. Rank hold SMBC as of Q2 2015.

  • MUFG Americas reported no remaining Southern Missouri Bancorp position as of Q2 2015 after selling out during the quarter.
  • MUFG Americas sold 310 Southern Missouri Bancorp shares in Q2 2015, an estimated $6K.
  • MUFG Americas first reported a position in Southern Missouri Bancorp in Q3 2014 and held it in 3 quarters.
  • MUFG Americas's Southern Missouri Bancorp position peaked at $6K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2015.

Based on MUFG Americas's 13F filing for Q2 2015, filed 13 Aug 2015.