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Beese Fulmer Investment Management’s CF Bankshares CFBK Stock Holding History

Beese Fulmer Investment Management’s Portfolio CFBK Stock Details CFBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-32,521
Closed -$393K – 211
2020
Q3 		$393K Sell
32,521
-7,820
-19% -$86.3K 0.06% 140
2020
Q2 		$407K Sell
40,341
-67,589
-63% -$700K 0.06% 137
2020
Q1 		$1.14M Sell
107,930
-29,138
-21% -$382K 0.2% 94
2019
Q4 		$1.91M Sell
137,068
-34,076
-20% -$454K 0.27% 93
2019
Q3 		$2.12M Buy
+171,144
New +$2.07M 0.32% 81

Other funds holding CFBK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 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 CFBK Position: Q4 2020 in Review

Beese Fulmer Investment Management sold out of CF Bankshares (CFBK) in Q4 2020, closing a stake of 32,521 shares — an estimated $393K sold.

Beese Fulmer Investment Management first reported a position in CFBK in Q3 2019 and held it in 5 quarters. The position peaked at $2.12M in Q3 2019. 20 funds tracked by Wall St. Rank hold CFBK as of Q4 2020.

  • Beese Fulmer Investment Management reported no remaining CF Bankshares position as of Q4 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 32,521 CF Bankshares shares in Q4 2020, an estimated $393K.
  • Beese Fulmer Investment Management first reported a position in CF Bankshares in Q3 2019 and held it in 5 quarters.
  • Beese Fulmer Investment Management's CF Bankshares position peaked at $2.12M in Q3 2019.
  • 20 funds tracked by Wall St. Rank held CF Bankshares as of Q4 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.