Schutz Anton Villars (CIK: 0001177044) is a financial institution headquartered at 150 Allens Creek Road, , Rochester, New York 14618. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2013-12-31), the institution manages a portfolio valued at $4.41 M, comprising 28 distinct securities. Over its filing history, it has submitted 3 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
Q4 2013 — Top-10 concentration: 54.0%. Quarterly turnover: 4.2%. ▲ 2 new, +3 added, −23 reduced, ×3 exited.
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
|
Pacwest Ban
N/A
|
8,305 | $351,000 | 7.97% | ▼ 695 | Reduce -7.7% |
| 18,456 | $290,000 | 6.58% | ▼ 1,544 | Reduce -7.7% | |
|
Synovus
N/A
|
70,133 | $252,000 | 5.72% | ▼ 5,867 | Reduce -7.7% |
|
Heritage Oaks Ban
N/A
|
32,759 | $246,000 | 5.58% | ▼ 2,741 | Reduce -7.7% |
|
Yadkin Finl
N/A
|
14,074 | $240,000 | 5.45% | ▲ 2,074 | Add 17.3% |
|
Bridge Cap Hldgs
N/A
|
11,074 | $227,000 | 5.15% | ▼ 926 | Reduce -7.7% |
|
California United
N/A
|
12,074 | $211,000 | 4.79% | ▲ 74 | Add 0.6% |
|
Park Sterling
N/A
|
27,684 | $198,000 | 4.49% | ▼ 2,316 | Reduce -7.7% |
| 22,609 | $186,000 | 4.22% | ▼ 1,891 | Reduce -7.7% | |
|
North Valley Ban
N/A
|
9,320 | $176,000 | 3.99% | ▼ 780 | Reduce -7.7% |