PCM
OKSB

Piermont Capital Management’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Piermont Capital Management’s Portfolio OKSB Stock Details OKSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-112,945
Closed -$1.85M – 287
2015
Q3 		$1.85M Buy
112,945
+4,235
+4% +$72.8K 0.6% 80
2015
Q2 		$2.02M Buy
108,710
+3,430
+3% +$61K 0.61% 85
2015
Q1 		$1.87M Buy
+105,280
New +$1.74M 0.57% 88

Other funds holding OKSB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Piermont Capital Management's OKSB Position: Q4 2015 in Review

Piermont Capital Management sold out of Southwest Bancorp Inc/OK (OKSB) in Q4 2015, closing a stake of 112,945 shares — an estimated $1.85M sold.

Piermont Capital Management first reported a position in OKSB in Q1 2015 and held it in 3 quarters. The position peaked at $2.02M in Q2 2015. 88 funds tracked by Wall St. Rank hold OKSB as of Q4 2015.

  • Piermont Capital Management reported no remaining Southwest Bancorp Inc/OK position as of Q4 2015 after selling out during the quarter.
  • Piermont Capital Management sold 112,945 Southwest Bancorp Inc/OK shares in Q4 2015, an estimated $1.85M.
  • Piermont Capital Management first reported a position in Southwest Bancorp Inc/OK in Q1 2015 and held it in 3 quarters.
  • Piermont Capital Management's Southwest Bancorp Inc/OK position peaked at $2.02M in Q2 2015.
  • 88 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q4 2015.

Based on Piermont Capital Management's 13F filing for Q4 2015, filed 11 Feb 2016.