SKK
MFSF

Shepherd Kaplan Krochuk’s MutualFirst Financial Inc MFSF Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio MFSF Stock Details MFSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-17,993
Closed -$308K – 664
2013
Q4 		$308K Buy
17,993
+866
+5% +$14.4K 0.04% 302
2013
Q3 		$263K Buy
+17,127
New +$257K 0.04% 345

Other funds holding MFSF

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Shepherd Kaplan Krochuk's MFSF Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of MutualFirst Financial Inc (MFSF) in Q1 2014, closing a stake of 17,993 shares — an estimated $308K sold.

Shepherd Kaplan Krochuk first reported a position in MFSF in Q3 2013 and held it in 2 quarters. The position peaked at $308K in Q4 2013. 25 funds tracked by Wall St. Rank hold MFSF as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining MutualFirst Financial Inc position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 17,993 MutualFirst Financial Inc shares in Q1 2014, an estimated $308K.
  • Shepherd Kaplan Krochuk first reported a position in MutualFirst Financial Inc in Q3 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's MutualFirst Financial Inc position peaked at $308K in Q4 2013.
  • 25 funds tracked by Wall St. Rank held MutualFirst Financial Inc as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.