Advisor Group’s Bank Mutual Corp BKMU Stock Holding History

Advisor Group’s Portfolio BKMU Stock Details BKMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-6,138	Closed	-$66K	–	5219
2017 Q4	$66K	Buy	6,138 +427	+7%	+$4.46K	﹤0.01%	2896
2017 Q3	$58K	Buy	5,711 +31	+0.5%	+$293	﹤0.01%	2834
2017 Q2	$52K	Buy	5,680 +2,212	+64%	+$20.5K	﹤0.01%	2831
2017 Q1	$33K	Buy	3,468 +19	+0.6%	+$183	﹤0.01%	3024
2016 Q4	$33K	Buy	3,449 +22	+0.6%	+$187	﹤0.01%	2917
2016 Q3	$26K	Buy	3,427 +24	+0.7%	+$185	﹤0.01%	2999
2016 Q2	$26K	Buy	+3,403	New	+$26.7K	﹤0.01%	2907

Other funds holding BKMU

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Advisor Group's BKMU Position: Q1 2018 in Review

Advisor Group sold out of Bank Mutual Corp (BKMU) in Q1 2018, closing a stake of 6,138 shares — an estimated $66K sold.

Advisor Group first reported a position in BKMU in Q2 2016 and held it in 7 quarters. The position peaked at $66K in Q4 2017. 1 fund tracked by Wall St. Rank holds BKMU as of Q1 2018.

Advisor Group reported no remaining Bank Mutual Corp position as of Q1 2018 after selling out during the quarter.
Advisor Group sold 6,138 Bank Mutual Corp shares in Q1 2018, an estimated $66K.
Advisor Group first reported a position in Bank Mutual Corp in Q2 2016 and held it in 7 quarters.
Advisor Group's Bank Mutual Corp position peaked at $66K in Q4 2017.
1 fund tracked by Wall St. Rank held Bank Mutual Corp as of Q1 2018.

Based on Advisor Group's 13F filing for Q1 2018, filed 15 May 2018.