OFS
SSBI icon

Orrstown Financial Services’s Summit State Bank SSBI Stock Holding History

Orrstown Financial Services’s Portfolio SSBI Stock Details SSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-4,125
Closed -$32K – 197
2013
Q4 		$32K Hold
4,125
– – 0.03% 123
2013
Q3 		$28K Buy
+4,125
New +$30K 0.03% 129

Other funds holding SSBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
MWR
McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Orrstown Financial Services's SSBI Position: Q1 2014 in Review

Orrstown Financial Services sold out of Summit State Bank (SSBI) in Q1 2014, closing a stake of 4,125 shares — an estimated $32K sold.

Orrstown Financial Services first reported a position in SSBI in Q3 2013 and held it in 2 quarters. The position peaked at $32K in Q4 2013. 15 funds tracked by Wall St. Rank hold SSBI as of Q1 2014.

  • Orrstown Financial Services reported no remaining Summit State Bank position as of Q1 2014 after selling out during the quarter.
  • Orrstown Financial Services sold 4,125 Summit State Bank shares in Q1 2014, an estimated $32K.
  • Orrstown Financial Services first reported a position in Summit State Bank in Q3 2013 and held it in 2 quarters.
  • Orrstown Financial Services's Summit State Bank position peaked at $32K in Q4 2013.
  • 15 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2014.

Based on Orrstown Financial Services's 13F filing for Q1 2014, filed 11 Apr 2014.