AG
BKMU

Aperio Group’s Bank Mutual Corp BKMU Stock Holding History

Aperio 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
-25,207
Closed -$268K – 2306
2017
Q4 		$268K Buy
25,207
+3,133
+14% +$32.8K ﹤0.01% 2010
2017
Q3 		$224K Buy
+22,074
New +$209K ﹤0.01% 2073

Other funds holding BKMU

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

Aperio Group's BKMU Position: Q1 2018 in Review

Aperio Group sold out of Bank Mutual Corp (BKMU) in Q1 2018, closing a stake of 25,207 shares — an estimated $268K sold.

Aperio Group first reported a position in BKMU in Q3 2017 and held it in 2 quarters. The position peaked at $268K in Q4 2017. 1 fund tracked by Wall St. Rank holds BKMU as of Q1 2018.

  • Aperio Group reported no remaining Bank Mutual Corp position as of Q1 2018 after selling out during the quarter.
  • Aperio Group sold 25,207 Bank Mutual Corp shares in Q1 2018, an estimated $268K.
  • Aperio Group first reported a position in Bank Mutual Corp in Q3 2017 and held it in 2 quarters.
  • Aperio Group's Bank Mutual Corp position peaked at $268K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Bank Mutual Corp as of Q1 2018.

Based on Aperio Group's 13F filing for Q1 2018, filed 8 May 2018.