NEPPG
SIFI

New England Professional Planning Group’s SI Financial Group, Inc. NEW MD SIFI Stock Holding History

New England Professional Planning Group’s Portfolio SIFI Stock Details SIFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$164K Buy
+11,659
New +$164K 0.19% 48
2018
Q2 		– Sell
-11,659
Closed -$167K – 45
2018
Q1 		$167K Buy
+11,659
New +$169K 0.22% 41
2015
Q2 		– Sell
-10,254
Closed -$122K – 48
2015
Q1 		$122K Sell
10,254
-5,436
-35% -$62.4K 0.16% 45
2014
Q4 		$174K Buy
+15,690
New +$175K 0.26% 41

Other funds holding SIFI

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

New England Professional Planning Group's SIFI Position: Q3 2018 in Review

New England Professional Planning Group opened a new position in SI Financial Group, Inc. NEW MD (SIFI) in Q3 2018: 11,659 shares worth $164K. The stake represents 0.19% of the portfolio and ranks #48 among its holdings. This is a return to the name: New England Professional Planning Group previously reported a position in SIFI as recently as Q1 2018.

New England Professional Planning Group first reported a position in SIFI in Q4 2014 and has held it in 4 quarters since. The position peaked at $174K in Q4 2014. 60 funds tracked by Wall St. Rank hold SIFI as of Q3 2018.

  • New England Professional Planning Group held 11,659 shares of SI Financial Group, Inc. NEW MD worth $164K as of Q3 2018.
  • SI Financial Group, Inc. NEW MD was a new New England Professional Planning Group position in Q3 2018.
  • SI Financial Group, Inc. NEW MD made up 0.19% of New England Professional Planning Group's portfolio in Q3 2018, its #48 holding.
  • New England Professional Planning Group first reported a position in SI Financial Group, Inc. NEW MD in Q4 2014 and has held it in 4 quarters since.
  • New England Professional Planning Group's SI Financial Group, Inc. NEW MD position peaked at $174K in Q4 2014.
  • 60 funds tracked by Wall St. Rank held SI Financial Group, Inc. NEW MD as of Q3 2018.

Based on New England Professional Planning Group's 13F filing for Q3 2018, filed 7 Nov 2018.