SJ
PBSK

Stilwell Joseph’s Poage Bankshares, Inc. PBSK Stock Holding History

Stilwell Joseph’s Portfolio PBSK Stock Details PBSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$5.57M Hold
374,708
– – 3.2% 10
2014
Q3 		$5.62M Buy
374,708
+7,275
+2% +$106K 3.63% 8
2014
Q2 		$5.42M Buy
367,433
+43,962
+14% +$632K 3.27% 11
2014
Q1 		$4.59M Buy
323,471
+5,000
+2% +$69.9K 2.86% 15
2013
Q4 		$4.54M Hold
318,471
– – 2.74% 16
2013
Q3 		$4.6M Buy
318,471
+2,500
+0.8% +$37.4K 2.69% 15
2013
Q2 		$4.74M Buy
+315,971
New +$4.73M 2.73% 13

Other funds holding PBSK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Stilwell Joseph's PBSK Position: Q4 2014 in Review

Stilwell Joseph held its Poage Bankshares, Inc. (PBSK) position steady in Q4 2014 at 374,708 shares worth $5.57M. The position accounts for 3.2% of the portfolio, ranked #10.

Stilwell Joseph first reported a position in PBSK in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.62M in Q3 2014. 13 funds tracked by Wall St. Rank hold PBSK as of Q4 2014.

  • Stilwell Joseph held 374,708 shares of Poage Bankshares, Inc. worth $5.57M as of Q4 2014.
  • Stilwell Joseph left its Poage Bankshares, Inc. share count unchanged in Q4 2014.
  • Poage Bankshares, Inc. made up 3.2% of Stilwell Joseph's portfolio in Q4 2014, its #10 holding.
  • Stilwell Joseph first reported a position in Poage Bankshares, Inc. in Q2 2013 and has held it in 7 quarters since.
  • Stilwell Joseph's Poage Bankshares, Inc. position peaked at $5.62M in Q3 2014.
  • 13 funds tracked by Wall St. Rank held Poage Bankshares, Inc. as of Q4 2014.

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