Wellington Management Group
SMPL

Wellington Management Group’s SIMPLICITY BANCORP INC SMPL Stock Holding History

Wellington Management Group’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
2015
Q1 		– Sell
-721,258
Closed -$12.4M – 2307
2014
Q4 		$12.4M Hold
721,258
– – ﹤0.01% 1176
2014
Q3 		$12.1M Hold
721,258
– – ﹤0.01% 1175
2014
Q2 		$12.6M Sell
721,258
-21,850
-3% -$372K ﹤0.01% 1189
2014
Q1 		$13.1M Sell
743,108
-25,197
-3% -$423K ﹤0.01% 1169
2013
Q4 		$12.4M Sell
768,305
-17,724
-2% -$279K ﹤0.01% 1166
2013
Q3 		$12.2M Sell
786,029
-20,151
-2% -$302K ﹤0.01% 1160
2013
Q2 		$11.7M Buy
+806,180
New +$11.8M ﹤0.01% 1131

Other funds holding SMPL

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Wellington Management Group's SMPL Position: Q1 2015 in Review

Wellington Management Group sold out of SIMPLICITY BANCORP INC (SMPL) in Q1 2015, closing a stake of 721,258 shares — an estimated $12.4M sold.

Wellington Management Group first reported a position in SMPL in Q2 2013 and held it in 7 quarters. The position peaked at $13.1M in Q1 2014. 1 fund tracked by Wall St. Rank holds SMPL as of Q1 2015.

  • Wellington Management Group reported no remaining SIMPLICITY BANCORP INC position as of Q1 2015 after selling out during the quarter.
  • Wellington Management Group sold 721,258 SIMPLICITY BANCORP INC shares in Q1 2015, an estimated $12.4M.
  • Wellington Management Group first reported a position in SIMPLICITY BANCORP INC in Q2 2013 and held it in 7 quarters.
  • Wellington Management Group's SIMPLICITY BANCORP INC position peaked at $13.1M in Q1 2014.
  • 1 fund tracked by Wall St. Rank held SIMPLICITY BANCORP INC as of Q1 2015.

Based on Wellington Management Group's 13F filing for Q1 2015, filed 15 May 2015.