SJ
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Stilwell Joseph’s Pathfinder Bancorp PBHC Stock Holding History

Stilwell Joseph’s Portfolio PBHC Stock Details PBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-83,442
Closed -$656K – 55
2013
Q3 		$656K Hold
83,442
– – 0.38% 39
2013
Q2 		$666K Buy
+83,442
New +$668K 0.38% 42

Other funds holding PBHC

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stilwell Joseph's PBHC Position: Q4 2013 in Review

Stilwell Joseph sold out of Pathfinder Bancorp (PBHC) in Q4 2013, closing a stake of 83,442 shares — an estimated $656K sold.

Stilwell Joseph first reported a position in PBHC in Q2 2013 and held it in 2 quarters. The position peaked at $666K in Q2 2013. 8 funds tracked by Wall St. Rank hold PBHC as of Q4 2013.

  • Stilwell Joseph reported no remaining Pathfinder Bancorp position as of Q4 2013 after selling out during the quarter.
  • Stilwell Joseph sold 83,442 Pathfinder Bancorp shares in Q4 2013, an estimated $656K.
  • Stilwell Joseph first reported a position in Pathfinder Bancorp in Q2 2013 and held it in 2 quarters.
  • Stilwell Joseph's Pathfinder Bancorp position peaked at $666K in Q2 2013.
  • 8 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q4 2013.

Based on Stilwell Joseph's 13F filing for Q4 2013, filed 10 Feb 2014.