Stifel Financial
SVBI

Stifel Financial’s Severn Bancorp Inc/MD SVBI Stock Holding History

Stifel Financial’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
2015
Q1 		– Sell
-23,400
Closed -$106K – 2424
2014
Q4 		$106K Hold
23,400
– – ﹤0.01% 2180
2014
Q3 		$105K Hold
23,400
– – ﹤0.01% 2098
2014
Q2 		$108K Hold
23,400
– – ﹤0.01% 2091
2014
Q1 		$105K Buy
+23,400
New +$109K ﹤0.01% 2008

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Stifel Financial's SVBI Position: Q1 2015 in Review

Stifel Financial sold out of Severn Bancorp Inc/MD (SVBI) in Q1 2015, closing a stake of 23,400 shares — an estimated $106K sold.

Stifel Financial first reported a position in SVBI in Q1 2014 and held it in 4 quarters. The position peaked at $108K in Q2 2014. 12 funds tracked by Wall St. Rank hold SVBI as of Q1 2015.

  • Stifel Financial reported no remaining Severn Bancorp Inc/MD position as of Q1 2015 after selling out during the quarter.
  • Stifel Financial sold 23,400 Severn Bancorp Inc/MD shares in Q1 2015, an estimated $106K.
  • Stifel Financial first reported a position in Severn Bancorp Inc/MD in Q1 2014 and held it in 4 quarters.
  • Stifel Financial's Severn Bancorp Inc/MD position peaked at $108K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held Severn Bancorp Inc/MD as of Q1 2015.

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