Stifel Financial
MSL

Stifel Financial’s Midsouth Bancorp, Inc. MSL Stock Holding History

Stifel Financial’s Portfolio MSL Stock Details MSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-40,000
Closed -$694K – 2437
2014
Q4 		$694K Buy
+40,000
New +$725K ﹤0.01% 1452
2014
Q2 		– Sell
-10,000
Closed -$168K – 2295
2014
Q1 		$168K Buy
+10,000
New +$170K ﹤0.01% 1953

Other funds holding MSL

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stifel Financial's MSL Position: Q1 2015 in Review

Stifel Financial sold out of Midsouth Bancorp, Inc. (MSL) in Q1 2015, closing a stake of 40,000 shares — an estimated $694K sold.

Stifel Financial first reported a position in MSL in Q1 2014 and held it in 2 quarters. The position peaked at $694K in Q4 2014. 65 funds tracked by Wall St. Rank hold MSL as of Q1 2015.

  • Stifel Financial reported no remaining Midsouth Bancorp, Inc. position as of Q1 2015 after selling out during the quarter.
  • Stifel Financial sold 40,000 Midsouth Bancorp, Inc. shares in Q1 2015, an estimated $694K.
  • Stifel Financial first reported a position in Midsouth Bancorp, Inc. in Q1 2014 and held it in 2 quarters.
  • Stifel Financial's Midsouth Bancorp, Inc. position peaked at $694K in Q4 2014.
  • 65 funds tracked by Wall St. Rank held Midsouth Bancorp, Inc. as of Q1 2015.

Based on Stifel Financial's 13F filing for Q1 2015, filed 14 May 2015.