STILWELL JOSEPH
Q1 2014 13F-HR Holdings
Net value change ($000)
-4,811
(-2.9%)
New positions
2
Sold out positions
5
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| WSBF | 4,241 | NEW |
| KFS | 513 | 4.4% |
| PROV | 372 | 3.7% |
| Third Harmonic Bio, Inc. | 276 | 5.8% |
| NAUGATUCK VY FINL CORP MD | 272 | 5.6% |
| ASB BANCORP INC N C | 221 | 2.9% |
| COASTWAY BANCORP INC | 206 | NEW |
| JACKSONVILLE BANCORP INC MD | 201 | 6.8% |
| WBBW | 168 | 7.9% |
| UNITED CMNTY BANCORP IND | 164 | 3.1% |
Top Reduces (Value $000, Stocks/ETFs)
| WATERSTONE FINANCIAL INC | -3,658 | -100.0% |
| JEFFERSON BANCSHARES INC TEN | -1,742 | -59.2% |
| SIMPLICITY BANCORP | -1,598 | -100.0% |
| PRUDENTIAL BANCORP, INC. | -1,093 | -50.4% |
| COLONIAL FINL SVCS INC | -805 | -16.8% |
| KINS | -796 | -36.5% |
| ALLIANCE BANCORP INC PA NEW | -678 | -100.0% |
| MALVERN BANCORP, INC. | -490 | -6.9% |
| FEDFIRST FINANCIAL CORPORATION CMN | -282 | -6.5% |
| FIRST FINL BANKSHARE | -253 | -1.8% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|