SJ
SPBC

Stilwell Joseph’s SP BANCORP, INC COM STK SPBC Stock Holding History

Stilwell Joseph’s Portfolio SPBC Stock Details SPBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-148,390
Closed -$2.94M – 53
2014
Q1 		$2.94M Hold
148,390
– – 1.83% 23
2013
Q4 		$2.91M Sell
148,390
-4,400
-3% -$85.8K 1.76% 24
2013
Q3 		$3.02M Sell
152,790
-9,100
-6% -$174K 1.76% 22
2013
Q2 		$3.05M Buy
+161,890
New +$2.99M 1.76% 21

Other funds holding SPBC

FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
LOM
Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Stilwell Joseph's SPBC Position: Q2 2014 in Review

Stilwell Joseph sold out of SP BANCORP, INC COM STK (SPBC) in Q2 2014, closing a stake of 148,390 shares — an estimated $2.94M sold.

Stilwell Joseph first reported a position in SPBC in Q2 2013 and held it in 4 quarters. The position peaked at $3.05M in Q2 2013. 14 funds tracked by Wall St. Rank hold SPBC as of Q2 2014.

  • Stilwell Joseph reported no remaining SP BANCORP, INC COM STK position as of Q2 2014 after selling out during the quarter.
  • Stilwell Joseph sold 148,390 SP BANCORP, INC COM STK shares in Q2 2014, an estimated $2.94M.
  • Stilwell Joseph first reported a position in SP BANCORP, INC COM STK in Q2 2013 and held it in 4 quarters.
  • Stilwell Joseph's SP BANCORP, INC COM STK position peaked at $3.05M in Q2 2013.
  • 14 funds tracked by Wall St. Rank held SP BANCORP, INC COM STK as of Q2 2014.

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