BFIM
BFIN

Beese Fulmer Investment Management’s BankFinancial BFIN Stock Holding History

Beese Fulmer Investment Management’s Portfolio BFIN Stock Details BFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-14,913
Closed -$209K – 210
2019
Q2 		$209K Hold
14,913
– – 0.04% 165
2019
Q1 		$222K Hold
14,913
– – 0.04% 157
2018
Q4 		$223K Buy
14,913
+3,350
+29% +$49.4K 0.05% 153
2018
Q3 		$184K Hold
11,563
– – 0.04% 184
2018
Q2 		$204K Hold
11,563
– – 0.04% 185
2018
Q1 		$196K Hold
11,563
– – 0.04% 177
2017
Q4 		$177K Buy
+11,563
New +$185K 0.04% 184

Other funds holding BFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 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 $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Beese Fulmer Investment Management's BFIN Position: Q3 2019 in Review

Beese Fulmer Investment Management sold out of BankFinancial (BFIN) in Q3 2019, closing a stake of 14,913 shares — an estimated $209K sold.

Beese Fulmer Investment Management first reported a position in BFIN in Q4 2017 and held it in 7 quarters. The position peaked at $223K in Q4 2018. 71 funds tracked by Wall St. Rank hold BFIN as of Q3 2019.

  • Beese Fulmer Investment Management reported no remaining BankFinancial position as of Q3 2019 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 14,913 BankFinancial shares in Q3 2019, an estimated $209K.
  • Beese Fulmer Investment Management first reported a position in BankFinancial in Q4 2017 and held it in 7 quarters.
  • Beese Fulmer Investment Management's BankFinancial position peaked at $223K in Q4 2018.
  • 71 funds tracked by Wall St. Rank held BankFinancial as of Q3 2019.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2019, filed 1 Nov 2019.