BRWA
WSBF icon

B. Riley Wealth Advisors’s Waterstone Financial WSBF Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-8,163
Closed -$107 – 1992
2014
Q4 		$107 Buy
+8,163
New +$100K ﹤0.01% 1684
2014
Q3 		– Sell
-8,534
Closed -$97.4K – 1899
2014
Q2 		$97.4K Buy
+8,534
New +$91.5K 0.02% 740

Other funds holding WSBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

B. Riley Wealth Advisors's WSBF Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Waterstone Financial (WSBF) in Q1 2015, closing a stake of 8,163 shares — an estimated $107 sold.

B. Riley Wealth Advisors first reported a position in WSBF in Q2 2014 and held it in 2 quarters. The position peaked at $97.4K in Q2 2014. 81 funds tracked by Wall St. Rank hold WSBF as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Waterstone Financial position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,163 Waterstone Financial shares in Q1 2015, an estimated $107.
  • B. Riley Wealth Advisors first reported a position in Waterstone Financial in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Waterstone Financial position peaked at $97.4K in Q2 2014.
  • 81 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.