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Wall Street Associates’s Regional Management Corp RM Stock Holding History

Wall Street Associates’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-403,557
Closed -$13.7M – 333
2013
Q4 		$13.7M Buy
403,557
+10,800
+3% +$353K 1.12% 15
2013
Q3 		$12.5M Buy
392,757
+35,200
+10% +$998K 1.16% 17
2013
Q2 		$8.94M Buy
+357,557
New +$8.19M 0.91% 26

Other funds holding RM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PGIM
Pacific Global Investment Management Glendale, California $70.7M AUM 14.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wall Street Associates's RM Position: Q1 2014 in Review

Wall Street Associates sold out of Regional Management Corp (RM) in Q1 2014, closing a stake of 403,557 shares — an estimated $13.7M sold.

Wall Street Associates first reported a position in RM in Q2 2013 and held it in 3 quarters. The position peaked at $13.7M in Q4 2013. 80 funds tracked by Wall St. Rank hold RM as of Q1 2014.

  • Wall Street Associates reported no remaining Regional Management Corp position as of Q1 2014 after selling out during the quarter.
  • Wall Street Associates sold 403,557 Regional Management Corp shares in Q1 2014, an estimated $13.7M.
  • Wall Street Associates first reported a position in Regional Management Corp in Q2 2013 and held it in 3 quarters.
  • Wall Street Associates's Regional Management Corp position peaked at $13.7M in Q4 2013.
  • 80 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2014.

Based on Wall Street Associates's 13F filing for Q1 2014, filed 13 May 2014.