BFIM
BCSB

Beese Fulmer Investment Management’s BCSB BANCORP INC COM STK BCSB Stock Holding History

Beese Fulmer Investment Management’s Portfolio BCSB Stock Details BCSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-8,815
Closed -$215K – 152
2013
Q3 		$215K Hold
8,815
– – 0.08% 136
2013
Q2 		$206K Buy
+8,815
New +$159K 0.09% 123

Other funds holding BCSB

GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Beese Fulmer Investment Management's BCSB Position: Q4 2013 in Review

Beese Fulmer Investment Management sold out of BCSB BANCORP INC COM STK (BCSB) in Q4 2013, closing a stake of 8,815 shares — an estimated $215K sold.

Beese Fulmer Investment Management first reported a position in BCSB in Q2 2013 and held it in 2 quarters. The position peaked at $215K in Q3 2013. 16 funds tracked by Wall St. Rank hold BCSB as of Q4 2013.

  • Beese Fulmer Investment Management reported no remaining BCSB BANCORP INC COM STK position as of Q4 2013 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 8,815 BCSB BANCORP INC COM STK shares in Q4 2013, an estimated $215K.
  • Beese Fulmer Investment Management first reported a position in BCSB BANCORP INC COM STK in Q2 2013 and held it in 2 quarters.
  • Beese Fulmer Investment Management's BCSB BANCORP INC COM STK position peaked at $215K in Q3 2013.
  • 16 funds tracked by Wall St. Rank held BCSB BANCORP INC COM STK as of Q4 2013.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2013, filed 21 Jan 2014.