PH
SWS

Pinnacle Holdings’s SWS GROUP INC SWS Stock Holding History

Pinnacle Holdings’s Portfolio SWS Stock Details SWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,900
Closed -$21.8K – 202
2013
Q3 		$21.8K Sell
3,900
-34,185
-90% -$197K 0.01% 172
2013
Q2 		$208K Buy
+38,085
New +$220K 0.07% 147

Other funds holding SWS

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

Pinnacle Holdings's SWS Position: Q4 2013 in Review

Pinnacle Holdings sold out of SWS GROUP INC (SWS) in Q4 2013, closing a stake of 3,900 shares — an estimated $21.8K sold.

Pinnacle Holdings first reported a position in SWS in Q2 2013 and held it in 2 quarters. The position peaked at $208K in Q2 2013. 86 funds tracked by Wall St. Rank hold SWS as of Q4 2013.

  • Pinnacle Holdings reported no remaining SWS GROUP INC position as of Q4 2013 after selling out during the quarter.
  • Pinnacle Holdings sold 3,900 SWS GROUP INC shares in Q4 2013, an estimated $21.8K.
  • Pinnacle Holdings first reported a position in SWS GROUP INC in Q2 2013 and held it in 2 quarters.
  • Pinnacle Holdings's SWS GROUP INC position peaked at $208K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held SWS GROUP INC as of Q4 2013.

Based on Pinnacle Holdings's 13F filing for Q4 2013, filed 13 Feb 2014.