SA
Schutz Anton Villars
趋势追踪型高品质投资策略分散型投资策略
申报总市值
US$440.6万
申报季度: 2013-12-31 · 持股只数: 28
SCHUTZ ANTON VILLARS在最新一期 13F 报告中披露了 28 项持股，申报期为 2013-12-31，总持股市值约为 US$440.6万，季度换手率为 25.7%。
机构性格雪花图
- 集中度
- 17.42
- 持仓稳定性
- 25.71
- 动能／逆势
- 100
- 行业集中度
- 0
- 多样化
- 56
- 仓位均衡度
- 95.23
近期动向
减仓 TCBI
-53.9% -US$8.6万
加仓 ZION
+88.4% US$5.8万
加仓 295263103
-7.7% US$4.2万
加仓 984305102
+17.3% US$3.3万
加仓 LF2
-7.7% US$2.2万
加仓 BDGS
-7.7% US$2.3万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Pacwest Bancorp | 股票-其他 | 7.97% | +1.30% | -7.72% | |
| 2 | LF2 | Pacific Premier Bancorp INC | 股票-其他 | 6.58% | +0.80% | -7.72% | |
| 3 | ✓ | Synovus Finl CORP | 股票-其他 | 5.72% | +0.30% | -7.72% | |
| 4 | HFWA | Heritage Financial Corporation | 股票-其他 | 5.58% | +0.68% | -7.72% | |
| 5 | ✓ | Yadkin Financial CORP | 股票-其他 | 5.45% | +0.98% | +17.28% | |
| 6 | BDGS | Bridges Capital Tactical ETF | ETF-其他 | 5.15% | +0.75% | -7.72% | |
| 7 | ✓ | California United | 股票-其他 | 4.79% | +0.06% | +0.62% | |
| 8 | PH | Parker-Hannifin Corporation | 股票-工业 | 4.49% | +0.35% | -7.72% | |
| 9 | XHC | Heritage Commerce CORP | 股票-其他 | 4.22% | +0.18% | -7.72% | |
| 10 | ✓ | North Valley Bancorp | 股票-其他 | 3.99% | -0.13% | -7.72% | |
| 11 | ✓ | Cobiz Financial INC | 股票-其他 | 3.77% | +0.64% | -7.72% | |
| 12 | ✓ | Peoples Federal | 股票-其他 | 3.72% | -0.03% | -7.72% | |
| 13 | CMA | Comerica INC | 股票-其他 | 3.50% | +0.52% | -7.71% | |
| 14 | TCBI | Texas Capital Bancshares INC | 股票-金融 | 3.25% | -1.69% | -53.86% | |
| 15 | CVBF | Cvb Financial CORP | 股票-其他 | 3.22% | +0.59% | -7.72% | |
| 16 | ✓ | Cape Bancorp | 股票-其他 | 3.20% | +0.24% | -7.72% | |
| 17 | ✓ | Bsb Bancorp | 股票-其他 | 3.15% | +0.13% | -7.72% | |
| 18 | ✓ | Omniamerican Bancorp INC Com | 股票-其他 | 3.13% | -0.56% | -7.71% | |
| 19 | ✓ | Suffolk Bancorp | 股票-其他 | 3.04% | +0.36% | -7.71% | |
| 20 | ZION | Zions Bancorp NA | 股票-金融 | 2.56% | +1.37% | +88.40% | |
| 21 | ✓ | Southcoast Financial CORP | 股票-其他 | 2.54% | -0.07% | -7.72% | |
| 22 | ✓ | 1st United Bancorp INC Fla | 股票-其他 | 2.16% | +0.02% | -7.72% | |
| 23 | ✓ | Franklin Financial | 股票-其他 | 2.07% | +2.07% | NEW | |
| 24 | PGC | Peapack Gladstone Finl CORP | 股票-其他 | 1.59% | -0.01% | -7.72% | |
| 25 | FOX | Fox Corporation | 股票-通信服务 | 1.45% | -0.06% | -7.72% | |
| 26 | PPI | Astoria Real Asset ETF | ETF-其他 | 1.45% | +0.11% | -7.72% | |
| 27 | BANC | Banc Of California INC | 股票-其他 | 1.23% | +1.23% | NEW | |
| 28 | ✓ | Newbridge Bancorp | 股票-其他 | 1.02% | +1.02% | NEW |
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Schutz Anton Villars 在 2013-12-31 最显著的持仓异动： 清仓: United Financial Bancorp INC; 清仓: Viewpoint Finl Group INC Md Com; 清仓: Franklin Financial Corp.; 清仓: Bank Mut CORP New Com; 新建仓: Franklin Financial.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZION | Zions Bancorp NA | +1.4% | +88.40% | 加仓 |
| 2 | ✓ | Pacwest Bancorp | +1.3% | -7.72% | 减仓 |
| 3 | ✓ | Yadkin Financial CORP | +1% | +17.28% | 加仓 |
| 4 | LF2 | Pacific Premier Bancorp INC | +0.8% | -7.72% | 减仓 |
| 5 | BDGS | Bridges Capital Tactical ETF | +0.8% | -7.72% | 减仓 |
| 6 | HFWA | Heritage Financial Corporation | +0.7% | -7.72% | 减仓 |
| 7 | ✓ | Cobiz Financial INC | +0.6% | -7.72% | 减仓 |
| 8 | CVBF | Cvb Financial CORP | +0.6% | -7.72% | 减仓 |
| 9 | CMA | Comerica INC | +0.5% | -7.71% | 减仓 |
| 10 | ✓ | Suffolk Bancorp | +0.4% | -7.71% | 减仓 |
| 11 | PH | Parker-Hannifin Corporation | +0.4% | -7.72% | 减仓 |
| 12 | ✓ | Synovus Finl CORP | +0.3% | -7.72% | 减仓 |
| 13 | ✓ | Cape Bancorp | +0.2% | -7.72% | 减仓 |
| 14 | XHC | Heritage Commerce CORP | +0.2% | -7.72% | 减仓 |
| 15 | ✓ | Bsb Bancorp | +0.1% | -7.72% | 减仓 |
| 16 | PPI | Astoria Real Asset ETF | +0.1% | -7.72% | 减仓 |
| 17 | ✓ | California United | +0.1% | +0.62% | 加仓 |
| 18 | ✓ | 1st United Bancorp INC Fla | 0% | -7.72% | 减仓 |
| 19 | PGC | Peapack Gladstone Finl CORP | 0% | -7.72% | 减仓 |
| 20 | ✓ | Peoples Federal | 0% | -7.72% | 减仓 |
| 21 | FOX | Fox Corporation | -0.1% | -7.72% | 减仓 |
| 22 | ✓ | Southcoast Financial CORP | -0.1% | -7.72% | 减仓 |
| 23 | ✓ | North Valley Bancorp | -0.1% | -7.72% | 减仓 |
| 24 | ✓ | Omniamerican Bancorp INC Com | -0.6% | -7.71% | 减仓 |
| 25 | TCBI | Texas Capital Bancshares INC | -1.7% | -53.86% | 减仓 |
| 26 | ✓ | United Financial Bancorp INC | — | EXIT | 清仓 |
| 27 | ✓ | Viewpoint Finl Group INC Md Com | — | EXIT | 清仓 |
| 28 | ✓ | Franklin Financial Corp. | — | EXIT | 清仓 |
| 29 | ✓ | Bank Mut CORP New Com | — | EXIT | 清仓 |
| 30 | ✓ | Franklin Financial | — | NEW | 新建仓 |
| 31 | BANC | Banc Of California INC | — | NEW | 新建仓 |
| 32 | ✓ | Newbridge Bancorp | — | NEW | 新建仓 |
FAQ
Schutz Anton Villars 是什么机构？属于哪种投资人类型？
Schutz Anton Villars 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2013-12-31），该机构追踪的股票投资组合估值约为 US$440.6万，分布在 28 个已申报仓位之中。
Schutz Anton Villars 目前前几大持股有哪些？
根据最新 13F 申报，Schutz Anton Villars 按市值排列的前几大持股为：
1. Pacwest Bancorp — US$35.1万 (8.0%)
2. Pacific Premier Bancorp INC (LF2) — US$29.0万 (6.6%)
3. Synovus Finl CORP — US$25.2万 (5.7%)
4. Heritage Financial Corporation (HFWA) — US$24.6万 (5.6%)
5. Yadkin Financial CORP — US$24.0万 (5.5%)
Schutz Anton Villars 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Schutz Anton Villars 共进行了 32 项显著调整：新建仓 3 个仓位、加仓 3 个既有持股、减仓 22 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: United Financial Bancorp INC; 清仓: Viewpoint Finl Group INC Md Com; 清仓: Franklin Financial Corp.; 清仓: Bank Mut CORP New Com; 新建仓: Franklin Financial
Schutz Anton Villars 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Schutz Anton Villars 的主要板块分布如下：
• Financials: 49.4%
• Industrials: 38.2%
• Communication Services: 12.4%
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