BFIM
IROQ

Beese Fulmer Investment Management’s IF Bancorp IROQ Stock Holding History

Beese Fulmer Investment Management’s Portfolio IROQ Stock Details IROQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-19,900
Closed -$418K – 209
2019
Q3 		$418K Buy
19,900
+4,500
+29% +$96.5K 0.06% 141
2019
Q2 		$322K Hold
15,400
– – 0.06% 130
2019
Q1 		$307K Hold
15,400
– – 0.06% 131
2018
Q4 		$310K Buy
15,400
+2,500
+19% +$54.3K 0.07% 127
2018
Q3 		$297K Hold
12,900
– – 0.06% 135
2018
Q2 		$315K Buy
+12,900
New +$277K 0.07% 128

Other funds holding IROQ

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Beese Fulmer Investment Management's IROQ Position: Q4 2019 in Review

Beese Fulmer Investment Management sold out of IF Bancorp (IROQ) in Q4 2019, closing a stake of 19,900 shares — an estimated $418K sold.

Beese Fulmer Investment Management first reported a position in IROQ in Q2 2018 and held it in 6 quarters. The position peaked at $418K in Q3 2019. 17 funds tracked by Wall St. Rank hold IROQ as of Q4 2019.

  • Beese Fulmer Investment Management reported no remaining IF Bancorp position as of Q4 2019 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 19,900 IF Bancorp shares in Q4 2019, an estimated $418K.
  • Beese Fulmer Investment Management first reported a position in IF Bancorp in Q2 2018 and held it in 6 quarters.
  • Beese Fulmer Investment Management's IF Bancorp position peaked at $418K in Q3 2019.
  • 17 funds tracked by Wall St. Rank held IF Bancorp as of Q4 2019.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2019, filed 5 Feb 2020.