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Next Financial Group’s Southern Missouri Bancorp SMBC Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-4,000
Closed -$142K – 2235
2016
Q4 		$142K Hold
4,000
– – 0.02% 578
2016
Q3 		$100K Buy
+4,000
New +$98.6K 0.02% 667

Other funds holding SMBC

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Next Financial Group's SMBC Position: Q1 2017 in Review

Next Financial Group sold out of Southern Missouri Bancorp (SMBC) in Q1 2017, closing a stake of 4,000 shares — an estimated $142K sold.

Next Financial Group first reported a position in SMBC in Q3 2016 and held it in 2 quarters. The position peaked at $142K in Q4 2016. 61 funds tracked by Wall St. Rank hold SMBC as of Q1 2017.

  • Next Financial Group reported no remaining Southern Missouri Bancorp position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 4,000 Southern Missouri Bancorp shares in Q1 2017, an estimated $142K.
  • Next Financial Group first reported a position in Southern Missouri Bancorp in Q3 2016 and held it in 2 quarters.
  • Next Financial Group's Southern Missouri Bancorp position peaked at $142K in Q4 2016.
  • 61 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.