SJ
SMPL

Stilwell Joseph’s SIMPLICITY BANCORP INC SMPL Stock Holding History

Stilwell Joseph’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$1.46M Buy
+85,000
New +$1.41M 0.84% 31
2014
Q1 		– Sell
-98,908
Closed -$1.6M – 53
2013
Q4 		$1.6M Hold
98,908
– – 0.96% 32
2013
Q3 		$1.54M Hold
98,908
– – 0.9% 32
2013
Q2 		$1.43M Buy
+98,908
New +$1.45M 0.83% 34

Other funds holding SMPL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stilwell Joseph's SMPL Position: Q4 2014 in Review

Stilwell Joseph opened a new position in SIMPLICITY BANCORP INC (SMPL) in Q4 2014: 85,000 shares worth $1.46M. The stake represents 0.84% of the portfolio and ranks #31 among its holdings. This is a return to the name: Stilwell Joseph previously reported a position in SMPL as recently as Q4 2013.

Stilwell Joseph first reported a position in SMPL in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.6M in Q4 2013. 38 funds tracked by Wall St. Rank hold SMPL as of Q4 2014.

  • Stilwell Joseph held 85,000 shares of SIMPLICITY BANCORP INC worth $1.46M as of Q4 2014.
  • SIMPLICITY BANCORP INC was a new Stilwell Joseph position in Q4 2014.
  • SIMPLICITY BANCORP INC made up 0.84% of Stilwell Joseph's portfolio in Q4 2014, its #31 holding.
  • Stilwell Joseph first reported a position in SIMPLICITY BANCORP INC in Q2 2013 and has held it in 4 quarters since.
  • Stilwell Joseph's SIMPLICITY BANCORP INC position peaked at $1.6M in Q4 2013.
  • 38 funds tracked by Wall St. Rank held SIMPLICITY BANCORP INC as of Q4 2014.

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