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Southside Capital’s CB Financial Services CBFV Stock Holding History

Southside Capital’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$269K Hold
10,000
– – 0.07% 64
2019
Q3 		$278K Buy
+10,000
New +$252K 0.08% 68

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Southside Capital's CBFV Position: Q4 2019 in Review

Southside Capital held its CB Financial Services (CBFV) position steady in Q4 2019 at 10,000 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #64.

Southside Capital first reported a position in CBFV in Q3 2019 and has held it in 2 quarters since. The position peaked at $278K in Q3 2019. 51 funds tracked by Wall St. Rank hold CBFV as of Q4 2019.

  • Southside Capital held 10,000 shares of CB Financial Services worth $269K as of Q4 2019.
  • Southside Capital left its CB Financial Services share count unchanged in Q4 2019.
  • CB Financial Services made up 0.07% of Southside Capital's portfolio in Q4 2019, its #64 holding.
  • Southside Capital first reported a position in CB Financial Services in Q3 2019 and has held it in 2 quarters since.
  • Southside Capital's CB Financial Services position peaked at $278K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held CB Financial Services as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.