Q2 2014 Holdings
Filed 2014-08-13 | 65 holdings | $271.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| First NBC BK Hldg Co | COM | 32115D106 | $5.3K | 159,461 | 2.0% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $5.7K | 109,000 | 2.1% |
| Citigroup Inc(C) | COM NEW | 172967424 | $6.0K | 126,400 | 2.2% |
| Independent Bank Corp Mich(IBCP) | COM NEW | 453838609 | $6.2K | 479,237 | 2.3% |
| Servisfirst Bancshares Inc(SFBS) | COM | 81768T108 | $6.3K | 73,000 | 2.3% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $6.7K | 81,300 | 2.5% |
| M & T BK Corp | *W EXP 12/23/201 | 55261F112 | $6.8K | 135,900 | 2.5% |
| Firstmerit Corp | COM | 337915102 | $7.1K | 358,990 | 2.6% |
| Bank of America Corporation(BAC) | COM | 060505104 | $7.8K | 508,100 | 2.9% |
| Fifth Third Bancorp(FITB) | COM | 316773100 | $9.4K | 442,300 | 3.5% |
| Signature BK New York N Y(SBNY) | COM | 82669G104 | $9.5K | 75,000 | 3.5% |
| Yadkin Finl Corp | COM | 984305102 | $10.0K | 529,132 | 3.7% |
| Preferred BK LOS Angeles CA(PFBC) | COM NEW | 740367404 | $10.6K | 448,148 | 3.9% |
| Synovus Finl Corp(SYU1) | COM NEW | 87161C501 | $11.6K | 477,171 | 4.3% |
| TFS Finl Corp(TFSL) | COM | 87240R107 | $30.5K | 2,141,678 | 11.3% |