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Stephens Inc’s Regional Management Corp RM Stock Holding History

Stephens Inc’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-93,958
Closed -$3.19M – 884
2013
Q4 		$3.19M Buy
93,958
+66,008
+236% +$2.16M 0.16% 140
2013
Q3 		$889K Buy
+27,950
New +$792K 0.05% 344

Other funds holding RM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PGIM
Pacific Global Investment Management Glendale, California $70.7M AUM 14.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Stephens Inc's RM Position: Q1 2014 in Review

Stephens Inc sold out of Regional Management Corp (RM) in Q1 2014, closing a stake of 93,958 shares — an estimated $3.19M sold.

Stephens Inc first reported a position in RM in Q3 2013 and held it in 2 quarters. The position peaked at $3.19M in Q4 2013. 80 funds tracked by Wall St. Rank hold RM as of Q1 2014.

  • Stephens Inc reported no remaining Regional Management Corp position as of Q1 2014 after selling out during the quarter.
  • Stephens Inc sold 93,958 Regional Management Corp shares in Q1 2014, an estimated $3.19M.
  • Stephens Inc first reported a position in Regional Management Corp in Q3 2013 and held it in 2 quarters.
  • Stephens Inc's Regional Management Corp position peaked at $3.19M in Q4 2013.
  • 80 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2014.

Based on Stephens Inc's 13F filing for Q1 2014, filed 13 May 2014.