Stilwell Joseph’s Oconee Federal Financial Corp. OFED Stock Holding History

Stilwell Joseph’s Portfolio OFED Stock Details OFED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$1.95M	Sell	97,500 -2,500	-3%	-$48K	1.12%	27
2014 Q3	$1.85M	Hold	100,000	–	–	1.19%	23
2014 Q2	$1.81M	Sell	100,000 -8,120	-8%	-$143K	1.09%	26
2014 Q1	$1.88M	Hold	108,120	–	–	1.17%	28
2013 Q4	$1.9M	Sell	108,120 -5,063	-4%	-$86.7K	1.15%	31
2013 Q3	$1.87M	Sell	113,183 -29,194	-21%	-$480K	1.09%	30
2013 Q2	$2.11M	Buy	+142,377	New	+$2.18M	1.21%	27

Other funds holding OFED

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stilwell Joseph's OFED Position: Q4 2014 in Review

Stilwell Joseph reduced its Oconee Federal Financial Corp. (OFED) stake by 2.5% in Q4 2014, selling an estimated $48K and leaving 97,500 shares worth $1.95M. The position accounts for 1.12% of the portfolio, ranked #27.

Stilwell Joseph first reported a position in OFED in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.11M in Q2 2013. 10 funds tracked by Wall St. Rank hold OFED as of Q4 2014.

Stilwell Joseph held 97,500 shares of Oconee Federal Financial Corp. worth $1.95M as of Q4 2014.
Stilwell Joseph sold 2,500 Oconee Federal Financial Corp. shares in Q4 2014, an estimated $48K.
Oconee Federal Financial Corp. made up 1.12% of Stilwell Joseph's portfolio in Q4 2014, its #27 holding.
Stilwell Joseph first reported a position in Oconee Federal Financial Corp. in Q2 2013 and has held it in 7 quarters since.
Stilwell Joseph's Oconee Federal Financial Corp. position peaked at $2.11M in Q2 2013.
10 funds tracked by Wall St. Rank held Oconee Federal Financial Corp. as of Q4 2014.

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