Fsi as of June 30, 2014
Portfolio Holdings for Fsi
Fsi holds 71 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stonegate Mortgage | 6.0 | $19M | 739k | 25.20 | |
| Square 1 Financial | 5.8 | $18M | 948k | 19.01 | |
| Capit Bk Fin A | 5.3 | $17M | 698k | 23.61 | |
| Tristate Capital Hldgs | 4.8 | $15M | 1.0M | 14.13 | |
| Affiliated Managers (AMG) | 3.9 | $12M | 58k | 205.41 | |
| JPMorgan Chase & Co. (JPM) | 3.5 | $11M | 190k | 57.63 | |
| Ncr | 3.5 | $11M | 312k | 35.09 | |
| Hilton Worlwide Hldgs | 3.5 | $11M | 468k | 23.30 | |
| Morgan Stanley (MS) | 3.4 | $11M | 328k | 32.33 | |
| BlackRock | 3.4 | $11M | 33k | 319.61 | |
| Bank of America Corporation (BAC) | 3.3 | $10M | 666k | 15.37 | |
| Nelnet (NNI) | 2.8 | $8.8M | 212k | 41.43 | |
| Navient Corporation equity (NAVI) | 2.8 | $8.7M | 492k | 17.71 | |
| United Cmnty Bks Ga Cap Stk (UCB) | 2.6 | $7.9M | 485k | 16.37 | |
| Ameriprise Financial (AMP) | 2.5 | $7.6M | 64k | 120.02 | |
| E TRADE Financial Corporation | 2.4 | $7.4M | 350k | 21.26 | |
| American Express Company (AXP) | 2.3 | $7.1M | 75k | 94.86 | |
| Vantiv Inc Cl A | 2.3 | $7.1M | 211k | 33.62 | |
| Prudential Financial (PRU) | 2.2 | $6.8M | 76k | 88.77 | |
| Seacoast Bkg Corp Fla (SBCF) | 1.7 | $5.2M | 483k | 10.87 | |
| American Capital | 1.7 | $5.2M | 341k | 15.29 | |
| Howard Hughes | 1.6 | $4.9M | 31k | 157.79 | |
| Synovus Finl (SNV) | 1.6 | $4.9M | 200k | 24.38 | |
| AmeriServ Financial (ASRV) | 1.4 | $4.5M | 1.3M | 3.48 | |
| Mackinac Financial Corporation | 1.4 | $4.4M | 340k | 12.90 | |
| Regions Financial Corporation (RF) | 1.3 | $4.1M | 389k | 10.62 | |
| Franklin Resources (BEN) | 1.2 | $3.9M | 67k | 57.83 | |
| Peoples Federal Bancshares | 1.2 | $3.8M | 207k | 18.46 | |
| PrivateBan | 1.1 | $3.5M | 119k | 29.07 | |
| United Community Financial | 1.0 | $3.2M | 772k | 4.13 | |
| Cape Ban | 1.0 | $3.2M | 296k | 10.73 | |
| Metro Ban | 0.8 | $2.6M | 112k | 23.13 | |
| Farmers Natl Banc Corp (FMNB) | 0.8 | $2.6M | 331k | 7.79 | |
| Clifton Ban | 0.8 | $2.5M | 200k | 12.67 | |
| Goldman Sachs (GS) | 0.8 | $2.5M | 15k | 167.44 | |
| Provident Financial Holdings (PROV) | 0.8 | $2.5M | 171k | 14.54 | |
| Community Bankers Trust | 0.8 | $2.5M | 568k | 4.38 | |
| WisdomTree Investments (WT) | 0.8 | $2.5M | 200k | 12.36 | |
| State Street Bank Financial | 0.8 | $2.5M | 147k | 16.92 | |
| Southern National Banc. of Virginia | 0.7 | $2.3M | 203k | 11.16 | |
| Bsb Bancorp Inc Md | 0.7 | $2.2M | 129k | 17.16 | |
| Enterprise Financial Services (EFSC) | 0.6 | $1.8M | 99k | 18.06 | |
| Hometrust Bancshares (HTB) | 0.5 | $1.5M | 93k | 15.77 | |
| Hudson Valley Holding | 0.4 | $1.3M | 73k | 18.03 | |
| Cathay General Ban (CATY) | 0.4 | $1.3M | 50k | 25.55 | |
| Heritage Commerce (HTBK) | 0.4 | $1.3M | 156k | 8.16 | |
| United Community Ban | 0.4 | $1.3M | 108k | 11.75 | |
| Lakeland Ban | 0.4 | $1.3M | 116k | 10.80 | |
| Hampton Roads Bankshares Inc C | 0.4 | $1.2M | 684k | 1.73 | |
| OceanFirst Financial (OCFC) | 0.4 | $1.2M | 70k | 16.56 | |
| First Clover Leaf Financial | 0.3 | $1.1M | 110k | 9.90 | |
| Sun Bancorp | 0.3 | $1.0M | 260k | 4.01 | |
| Si Financial Group | 0.3 | $1.0M | 91k | 11.50 | |
| JMP | 0.3 | $1.0M | 133k | 7.57 | |
| American River Bankshares | 0.3 | $1.0M | 118k | 8.75 | |
| Peoples Bancorp of North Carolina (PEBK) | 0.3 | $1.0M | 64k | 15.99 | |
| Wci Cmntys Inc Com Par $0.01 | 0.3 | $1.0M | 53k | 19.29 | |
| Pacific Continental Corporation | 0.3 | $986k | 72k | 13.73 | |
| Westfield Financial | 0.3 | $961k | 129k | 7.46 | |
| Eastern Virginia Bankshares | 0.3 | $962k | 150k | 6.41 | |
| Guaranty Bancorp Del | 0.3 | $949k | 68k | 13.89 | |
| First Community Bancshares (FCBC) | 0.3 | $855k | 60k | 14.32 | |
| Home Fed Bancorp Inc La (HFBL) | 0.3 | $804k | 42k | 19.18 | |
| Ocean Shore Holding | 0.2 | $790k | 54k | 14.64 | |
| BankFinancial Corporation (BFIN) | 0.2 | $704k | 63k | 11.17 | |
| Yadkin Finl Corp | 0.2 | $566k | 30k | 18.88 | |
| BNC Ban | 0.2 | $512k | 30k | 17.08 | |
| Middleburg Financial | 0.2 | $507k | 25k | 20.03 | |
| Cheviot Finl | 0.2 | $481k | 39k | 12.45 | |
| American National BankShares | 0.1 | $453k | 21k | 21.73 | |
| Monarch Financial Holdings | 0.1 | $303k | 26k | 11.76 |