SKK
SBB

Shepherd Kaplan Krochuk’s SUSSEX BANCORP SBB Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio SBB Stock Details SBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-17,699
Closed -$117K – 703
2013
Q3 		$117K Sell
17,699
-5,000
-22% -$33.1K 0.02% 506
2013
Q2 		$139K Buy
+22,699
New +$139K 0.03% 488

Other funds holding SBB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Shepherd Kaplan Krochuk's SBB Position: Q4 2013 in Review

Shepherd Kaplan Krochuk sold out of SUSSEX BANCORP (SBB) in Q4 2013, closing a stake of 17,699 shares — an estimated $117K sold.

Shepherd Kaplan Krochuk first reported a position in SBB in Q2 2013 and held it in 2 quarters. The position peaked at $139K in Q2 2013. 11 funds tracked by Wall St. Rank hold SBB as of Q4 2013.

  • Shepherd Kaplan Krochuk reported no remaining SUSSEX BANCORP position as of Q4 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 17,699 SUSSEX BANCORP shares in Q4 2013, an estimated $117K.
  • Shepherd Kaplan Krochuk first reported a position in SUSSEX BANCORP in Q2 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's SUSSEX BANCORP position peaked at $139K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held SUSSEX BANCORP as of Q4 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2013, filed 14 Feb 2014.