Baird Financial Group
WSBF icon

Baird Financial Group’s Waterstone Financial WSBF Stock Holding History

Baird Financial Group’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
2017
Q2 		– Sell
-52,970
Closed -$967K – 1258
2017
Q1 		$967K Sell
52,970
-6,368
-11% -$116K 0.01% 789
2016
Q4 		$1.09M Sell
59,338
-5,993
-9% -$106K 0.01% 736
2016
Q3 		$1.11M Buy
65,331
+2,967
+5% +$48.4K 0.01% 721
2016
Q2 		$956K Sell
62,364
-5,114
-8% -$73.1K 0.01% 749
2016
Q1 		$923K Buy
67,478
+10,239
+18% +$141K 0.01% 741
2015
Q4 		$807K Sell
57,239
-1,943
-3% -$26.6K 0.01% 763
2015
Q3 		$798K Buy
59,182
+3,570
+6% +$46.7K 0.01% 773
2015
Q2 		$734K Buy
+55,612
New +$722K 0.01% 839

Other funds holding WSBF

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group's WSBF Position: Q2 2017 in Review

Baird Financial Group sold out of Waterstone Financial (WSBF) in Q2 2017, closing a stake of 52,970 shares — an estimated $967K sold.

Baird Financial Group first reported a position in WSBF in Q2 2015 and held it in 8 quarters. The position peaked at $1.11M in Q3 2016. 111 funds tracked by Wall St. Rank hold WSBF as of Q2 2017.

  • Baird Financial Group reported no remaining Waterstone Financial position as of Q2 2017 after selling out during the quarter.
  • Baird Financial Group sold 52,970 Waterstone Financial shares in Q2 2017, an estimated $967K.
  • Baird Financial Group first reported a position in Waterstone Financial in Q2 2015 and held it in 8 quarters.
  • Baird Financial Group's Waterstone Financial position peaked at $1.11M in Q3 2016.
  • 111 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2017.

Based on Baird Financial Group's 13F filing for Q2 2017, filed 14 Aug 2017.