PFMOSF
RATE

Philadelphia Financial Management of San Francisco’s Bankrate Inc RATE Stock Holding History

Philadelphia Financial Management of San Francisco’s Portfolio RATE Stock Details RATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-140,495
Closed -$2.89M – 49
2013
Q3 		$2.89M Buy
+140,495
New +$2.41M 0.81% 33

Other funds holding RATE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
PPCP
Pivot Point Capital Partners San Francisco, California $6.16M AUM 30.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's RATE Position: Q4 2013 in Review

Philadelphia Financial Management of San Francisco sold out of Bankrate Inc (RATE) in Q4 2013, closing a stake of 140,495 shares — an estimated $2.89M sold.

Philadelphia Financial Management of San Francisco first reported a position in RATE in Q3 2013 and held it in 1 quarter. The position peaked at $2.89M in Q3 2013. 88 funds tracked by Wall St. Rank hold RATE as of Q4 2013.

  • Philadelphia Financial Management of San Francisco reported no remaining Bankrate Inc position as of Q4 2013 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 140,495 Bankrate Inc shares in Q4 2013, an estimated $2.89M.
  • Philadelphia Financial Management of San Francisco first reported a position in Bankrate Inc in Q3 2013 and held it in 1 quarter.
  • Philadelphia Financial Management of San Francisco's Bankrate Inc position peaked at $2.89M in Q3 2013.
  • 88 funds tracked by Wall St. Rank held Bankrate Inc as of Q4 2013.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q4 2013, filed 14 Feb 2014.