SJ
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Stilwell Joseph’s Shore Bancshares SHBI Stock Holding History

Stilwell Joseph’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-300
Closed -$3K – 49
2014
Q1 		$3K Hold
300
– – ﹤0.01% 50
2013
Q4 		$3K Hold
300
– – ﹤0.01% 53
2013
Q3 		$3K Hold
300
– – ﹤0.01% 59
2013
Q2 		$2K Buy
+300
New +$2.14K ﹤0.01% 64

Other funds holding SHBI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stilwell Joseph's SHBI Position: Q2 2014 in Review

Stilwell Joseph sold out of Shore Bancshares (SHBI) in Q2 2014, closing a stake of 300 shares — an estimated $3K sold.

Stilwell Joseph first reported a position in SHBI in Q2 2013 and held it in 4 quarters. The position peaked at $3K in Q1 2014. 39 funds tracked by Wall St. Rank hold SHBI as of Q2 2014.

  • Stilwell Joseph reported no remaining Shore Bancshares position as of Q2 2014 after selling out during the quarter.
  • Stilwell Joseph sold 300 Shore Bancshares shares in Q2 2014, an estimated $3K.
  • Stilwell Joseph first reported a position in Shore Bancshares in Q2 2013 and held it in 4 quarters.
  • Stilwell Joseph's Shore Bancshares position peaked at $3K in Q1 2014.
  • 39 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2014.

Based on Stilwell Joseph's 13F filing for Q2 2014, filed 12 Aug 2014.