ZIM
SFBC

ZPR Investment Management’s Sound Financial Bancorp SFBC Stock Holding History

ZPR Investment Management’s Portfolio SFBC Stock Details SFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,375
Closed -$251K – 76
2017
Q4 		$251K Sell
7,375
-145
-2% -$4.84K 0.36% 47
2017
Q3 		$256K Buy
7,520
+142
+2% +$4.52K 0.39% 47
2017
Q2 		$225K Buy
+7,378
New +$223K 0.34% 50

Other funds holding SFBC

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

ZPR Investment Management's SFBC Position: Q1 2018 in Review

ZPR Investment Management sold out of Sound Financial Bancorp (SFBC) in Q1 2018, closing a stake of 7,375 shares — an estimated $251K sold.

ZPR Investment Management first reported a position in SFBC in Q2 2017 and held it in 3 quarters. The position peaked at $256K in Q3 2017. 17 funds tracked by Wall St. Rank hold SFBC as of Q1 2018.

  • ZPR Investment Management reported no remaining Sound Financial Bancorp position as of Q1 2018 after selling out during the quarter.
  • ZPR Investment Management sold 7,375 Sound Financial Bancorp shares in Q1 2018, an estimated $251K.
  • ZPR Investment Management first reported a position in Sound Financial Bancorp in Q2 2017 and held it in 3 quarters.
  • ZPR Investment Management's Sound Financial Bancorp position peaked at $256K in Q3 2017.
  • 17 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q1 2018.

Based on ZPR Investment Management's 13F filing for Q1 2018, filed 16 May 2018.