SAV
SOCB

Schutz Anton Villars’s SOUTHCOAST FINANCIAL CORP SOCB Stock Holding History

Schutz Anton Villars’s Portfolio SOCB Stock Details SOCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$112K Sell
19,379
-1,621
-8% -$9.4K 2.54% 21
2013
Q3 		$121K Buy
21,000
+5,130
+32% +$28.2K 2.61% 21
2013
Q2 		$83K Buy
+15,870
New +$76.5K 2.02% 24

Other funds holding SOCB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Schutz Anton Villars's SOCB Position: Q4 2013 in Review

Schutz Anton Villars reduced its SOUTHCOAST FINANCIAL CORP (SOCB) stake by 7.7% in Q4 2013, selling an estimated $9.4K and leaving 19,379 shares worth $112K. The position accounts for 2.54% of the portfolio, ranked #21.

Schutz Anton Villars first reported a position in SOCB in Q2 2013 and has held it in 3 quarters since. The position peaked at $121K in Q3 2013. 22 funds tracked by Wall St. Rank hold SOCB as of Q4 2013.

  • Schutz Anton Villars held 19,379 shares of SOUTHCOAST FINANCIAL CORP worth $112K as of Q4 2013.
  • Schutz Anton Villars sold 1,621 SOUTHCOAST FINANCIAL CORP shares in Q4 2013, an estimated $9.4K.
  • SOUTHCOAST FINANCIAL CORP made up 2.54% of Schutz Anton Villars's portfolio in Q4 2013, its #21 holding.
  • Schutz Anton Villars first reported a position in SOUTHCOAST FINANCIAL CORP in Q2 2013 and has held it in 3 quarters since.
  • Schutz Anton Villars's SOUTHCOAST FINANCIAL CORP position peaked at $121K in Q3 2013.
  • 22 funds tracked by Wall St. Rank held SOUTHCOAST FINANCIAL CORP as of Q4 2013.

Based on Schutz Anton Villars's 13F filing for Q4 2013, filed 14 Feb 2014.