SJ
IROQ

Stilwell Joseph’s IF Bancorp IROQ Stock Holding History

Stilwell Joseph’s Portfolio IROQ Stock Details IROQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$6.61M Buy
391,111
+3,829
+1% +$64.4K 3.8% 8
2014
Q3 		$6.48M Hold
387,282
– – 4.19% 7
2014
Q2 		$6.39M Sell
387,282
-8,863
-2% -$144K 3.85% 8
2014
Q1 		$6.44M Buy
396,145
+17,711
+5% +$294K 4% 8
2013
Q4 		$6.32M Sell
378,434
-59,908
-14% -$984K 3.82% 8
2013
Q3 		$7.06M Hold
438,342
– – 4.12% 8
2013
Q2 		$6.7M Buy
+438,342
New +$6.69M 3.85% 8

Other funds holding IROQ

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stilwell Joseph's IROQ Position: Q4 2014 in Review

Stilwell Joseph increased its IF Bancorp (IROQ) stake by 0.99% in Q4 2014, buying an estimated $64.4K and bringing the position to 391,111 shares worth $6.61M. The position accounts for 3.8% of the portfolio, ranked #8.

Stilwell Joseph first reported a position in IROQ in Q2 2013 and has held it in 7 quarters since. The position peaked at $7.06M in Q3 2013. 16 funds tracked by Wall St. Rank hold IROQ as of Q4 2014.

  • Stilwell Joseph held 391,111 shares of IF Bancorp worth $6.61M as of Q4 2014.
  • Stilwell Joseph bought 3,829 IF Bancorp shares in Q4 2014, an estimated $64.4K.
  • IF Bancorp made up 3.8% of Stilwell Joseph's portfolio in Q4 2014, its #8 holding.
  • Stilwell Joseph first reported a position in IF Bancorp in Q2 2013 and has held it in 7 quarters since.
  • Stilwell Joseph's IF Bancorp position peaked at $7.06M in Q3 2013.
  • 16 funds tracked by Wall St. Rank held IF Bancorp as of Q4 2014.

Based on Stilwell Joseph's 13F filing for Q4 2014, filed 26 Jan 2015.