PMFA
SBFG icon

Plante Moran Financial Advisors’s SB Financial Group SBFG Stock Holding History

Plante Moran Financial Advisors’s Portfolio SBFG Stock Details SBFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-210
Closed -$2K – 843
2014
Q2 		$2K Sell
210
-3,150
-94% -$24.6K ﹤0.01% 774
2014
Q1 		$27K Hold
3,360
– – 0.03% 223
2013
Q4 		$25K Hold
3,360
– – 0.01% 323
2013
Q3 		$25K Hold
3,360
– – 0.02% 268
2013
Q2 		$24K Buy
+3,360
New +$26.5K 0.02% 237

Other funds holding SBFG

J
JWest Carmel, Indiana $110M AUM 27.44% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Plante Moran Financial Advisors's SBFG Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of SB Financial Group (SBFG) in Q3 2014, closing a stake of 210 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in SBFG in Q2 2013 and held it in 5 quarters. The position peaked at $27K in Q1 2014. 15 funds tracked by Wall St. Rank hold SBFG as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining SB Financial Group position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 210 SB Financial Group shares in Q3 2014, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in SB Financial Group in Q2 2013 and held it in 5 quarters.
  • Plante Moran Financial Advisors's SB Financial Group position peaked at $27K in Q1 2014.
  • 15 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.