SKK
SVBI

Shepherd Kaplan Krochuk’s Severn Bancorp Inc/MD SVBI Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio SVBI Stock Details SVBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-33,385
Closed -$158K – 661
2013
Q4 		$158K Buy
33,385
+2,000
+6% +$9.58K 0.02% 456
2013
Q3 		$164K Sell
31,385
-15,000
-32% -$74.8K 0.03% 462
2013
Q2 		$216K Buy
+46,385
New +$218K 0.04% 410

Other funds holding SVBI

SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Shepherd Kaplan Krochuk sold out of Severn Bancorp Inc/MD (SVBI) in Q1 2014, closing a stake of 33,385 shares — an estimated $158K sold.

Shepherd Kaplan Krochuk first reported a position in SVBI in Q2 2013 and held it in 3 quarters. The position peaked at $216K in Q2 2013. 12 funds tracked by Wall St. Rank hold SVBI as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining Severn Bancorp Inc/MD position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 33,385 Severn Bancorp Inc/MD shares in Q1 2014, an estimated $158K.
  • Shepherd Kaplan Krochuk first reported a position in Severn Bancorp Inc/MD in Q2 2013 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Severn Bancorp Inc/MD position peaked at $216K in Q2 2013.
  • 12 funds tracked by Wall St. Rank held Severn Bancorp Inc/MD as of Q1 2014.

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