STC
SMPL

SEI Trust Company’s SIMPLICITY BANCORP INC SMPL Stock Holding History

SEI Trust Company’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-4,700
Closed -$68K – 1635
2013
Q2 		$68K Buy
+4,700
New +$69K ﹤0.01% 1415

Other funds holding SMPL

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RBLCM
Roaring Blue Lion Capital Management Dallas, Texas $73.5M AUM 24.79% 1-Year Est. Return

SEI Trust Company's SMPL Position: Q3 2013 in Review

SEI Trust Company sold out of SIMPLICITY BANCORP INC (SMPL) in Q3 2013, closing a stake of 4,700 shares — an estimated $68K sold.

SEI Trust Company first reported a position in SMPL in Q2 2013 and held it in 1 quarter. The position peaked at $68K in Q2 2013. 51 funds tracked by Wall St. Rank hold SMPL as of Q3 2013.

  • SEI Trust Company reported no remaining SIMPLICITY BANCORP INC position as of Q3 2013 after selling out during the quarter.
  • SEI Trust Company sold 4,700 SIMPLICITY BANCORP INC shares in Q3 2013, an estimated $68K.
  • SEI Trust Company first reported a position in SIMPLICITY BANCORP INC in Q2 2013 and held it in 1 quarter.
  • SEI Trust Company's SIMPLICITY BANCORP INC position peaked at $68K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held SIMPLICITY BANCORP INC as of Q3 2013.

Based on SEI Trust Company's 13F filing for Q3 2013, filed 4 Nov 2013.