SJ
NVSL

Stilwell Joseph’s NAUGATUCK VALLEY FINANCIAL CORP NVSL Stock Holding History

Stilwell Joseph’s Portfolio NVSL Stock Details NVSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$5.82M Hold
679,831
– – 3.35% 9
2014
Q3 		$5.32M Hold
679,831
– – 3.43% 10
2014
Q2 		$5.66M Hold
679,831
– – 3.42% 9
2014
Q1 		$5.12M Hold
679,831
– – 3.18% 10
2013
Q4 		$4.85M Hold
679,831
– – 2.93% 10
2013
Q3 		$5.2M Hold
679,831
– – 3.04% 10
2013
Q2 		$5M Buy
+679,831
New +$4.91M 2.88% 10

Other funds holding NVSL

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Stilwell Joseph's NVSL Position: Q4 2014 in Review

Stilwell Joseph held its NAUGATUCK VALLEY FINANCIAL CORP (NVSL) position steady in Q4 2014 at 679,831 shares worth $5.82M. The position accounts for 3.35% of the portfolio, ranked #9.

Stilwell Joseph first reported a position in NVSL in Q2 2013 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold NVSL as of Q4 2014.

  • Stilwell Joseph held 679,831 shares of NAUGATUCK VALLEY FINANCIAL CORP worth $5.82M as of Q4 2014.
  • Stilwell Joseph left its NAUGATUCK VALLEY FINANCIAL CORP share count unchanged in Q4 2014.
  • NAUGATUCK VALLEY FINANCIAL CORP made up 3.35% of Stilwell Joseph's portfolio in Q4 2014, its #9 holding.
  • Stilwell Joseph first reported a position in NAUGATUCK VALLEY FINANCIAL CORP in Q2 2013 and has held it in 7 quarters since.
  • 27 funds tracked by Wall St. Rank held NAUGATUCK VALLEY FINANCIAL CORP as of Q4 2014.

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