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Baird’s Waterstone Financial WSBF Stock Holding History

Baird’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 		$702K Buy
54,694
+3,689
+7% +$47.6K 0.01% 854
2014
Q4 		$671K Buy
51,005
+1,220
+2% +$14.9K 0.01% 855
2014
Q3 		$575K Buy
49,785
+10,461
+27% +$120K 0.01% 792
2014
Q2 		$449K Buy
+39,324
New +$421K 0.01% 869

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

Baird's WSBF Position: Q1 2015 in Review

Baird increased its Waterstone Financial (WSBF) stake by 7.2% in Q1 2015, buying an estimated $47.6K and bringing the position to 54,694 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #854.

Baird first reported a position in WSBF in Q2 2014 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold WSBF as of Q1 2015.

  • Baird held 54,694 shares of Waterstone Financial worth $702K as of Q1 2015.
  • Baird bought 3,689 Waterstone Financial shares in Q1 2015, an estimated $47.6K.
  • Waterstone Financial made up 0.01% of Baird's portfolio in Q1 2015, its #854 holding.
  • Baird first reported a position in Waterstone Financial in Q2 2014 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.