AJO LP’s Waterstone Financial WSBF Stock Holding History

AJO LP’s Portfolio WSBF Stock Details WSBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-195,500	Closed	-$3.32M	–	572
2016 Q3	$3.32M	Buy	+195,500	New	+$3.19M	0.01%	305

Other funds holding WSBF

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AJO LP's WSBF Position: Q4 2016 in Review

AJO LP sold out of Waterstone Financial (WSBF) in Q4 2016, closing a stake of 195,500 shares — an estimated $3.32M sold.

AJO LP first reported a position in WSBF in Q3 2016 and held it in 1 quarter. The position peaked at $3.32M in Q3 2016. 115 funds tracked by Wall St. Rank hold WSBF as of Q4 2016.

AJO LP reported no remaining Waterstone Financial position as of Q4 2016 after selling out during the quarter.
AJO LP sold 195,500 Waterstone Financial shares in Q4 2016, an estimated $3.32M.
AJO LP first reported a position in Waterstone Financial in Q3 2016 and held it in 1 quarter.
AJO LP's Waterstone Financial position peaked at $3.32M in Q3 2016.
115 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2016.

Based on AJO LP's 13F filing for Q4 2016, filed 14 Feb 2017.