SJ
WVFC

Stilwell Joseph’s WVS Financial Corp WVFC Stock Holding History

Stilwell Joseph’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-30,470
Closed -$352K – 50
2014
Q1 		$352K Hold
30,470
– – 0.22% 42
2013
Q4 		$373K Hold
30,470
– – 0.23% 43
2013
Q3 		$337K Buy
30,470
+2,500
+9% +$27.7K 0.2% 46
2013
Q2 		$296K Buy
+27,970
New +$316K 0.17% 51

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stilwell Joseph's WVFC Position: Q2 2014 in Review

Stilwell Joseph sold out of WVS Financial Corp (WVFC) in Q2 2014, closing a stake of 30,470 shares — an estimated $352K sold.

Stilwell Joseph first reported a position in WVFC in Q2 2013 and held it in 4 quarters. The position peaked at $373K in Q4 2013. 15 funds tracked by Wall St. Rank hold WVFC as of Q2 2014.

  • Stilwell Joseph reported no remaining WVS Financial Corp position as of Q2 2014 after selling out during the quarter.
  • Stilwell Joseph sold 30,470 WVS Financial Corp shares in Q2 2014, an estimated $352K.
  • Stilwell Joseph first reported a position in WVS Financial Corp in Q2 2013 and held it in 4 quarters.
  • Stilwell Joseph's WVS Financial Corp position peaked at $373K in Q4 2013.
  • 15 funds tracked by Wall St. Rank held WVS Financial Corp as of Q2 2014.

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