SJ
SFBC

Stilwell Joseph’s Sound Financial Bancorp SFBC Stock Holding History

Stilwell Joseph’s Portfolio SFBC Stock Details SFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$4.52M Hold
239,683
– – 2.6% 15
2014
Q3 		$4.27M Hold
239,683
– – 2.76% 15
2014
Q2 		$4.19M Hold
239,683
– – 2.53% 17
2014
Q1 		$4.15M Sell
239,683
-8,400
-3% -$143K 2.58% 17
2013
Q4 		$4.19M Sell
248,083
-8,000
-3% -$131K 2.53% 18
2013
Q3 		$3.87M Hold
256,083
– – 2.26% 19
2013
Q2 		$3.52M Buy
+256,083
New +$3.34M 2.03% 19

Other funds holding SFBC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 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
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Stilwell Joseph's SFBC Position: Q4 2014 in Review

Stilwell Joseph held its Sound Financial Bancorp (SFBC) position steady in Q4 2014 at 239,683 shares worth $4.52M. The position accounts for 2.6% of the portfolio, ranked #15.

Stilwell Joseph first reported a position in SFBC in Q2 2013 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold SFBC as of Q4 2014.

  • Stilwell Joseph held 239,683 shares of Sound Financial Bancorp worth $4.52M as of Q4 2014.
  • Stilwell Joseph left its Sound Financial Bancorp share count unchanged in Q4 2014.
  • Sound Financial Bancorp made up 2.6% of Stilwell Joseph's portfolio in Q4 2014, its #15 holding.
  • Stilwell Joseph first reported a position in Sound Financial Bancorp in Q2 2013 and has held it in 7 quarters since.
  • 16 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q4 2014.

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