BFIM
MFSF

Beese Fulmer Investment Management’s MutualFirst Financial Inc MFSF Stock Holding History

Beese Fulmer Investment Management’s Portfolio MFSF Stock Details MFSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,368
Closed -$277K – 184
2016
Q4 		$277K Hold
8,368
– – 0.07% 135
2016
Q3 		$232K Hold
8,368
– – 0.06% 144
2016
Q2 		$229K Buy
+8,368
New +$221K 0.07% 137

Other funds holding MFSF

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beese Fulmer Investment Management's MFSF Position: Q1 2017 in Review

Beese Fulmer Investment Management sold out of MutualFirst Financial Inc (MFSF) in Q1 2017, closing a stake of 8,368 shares — an estimated $277K sold.

Beese Fulmer Investment Management first reported a position in MFSF in Q2 2016 and held it in 3 quarters. The position peaked at $277K in Q4 2016. 51 funds tracked by Wall St. Rank hold MFSF as of Q1 2017.

  • Beese Fulmer Investment Management reported no remaining MutualFirst Financial Inc position as of Q1 2017 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 8,368 MutualFirst Financial Inc shares in Q1 2017, an estimated $277K.
  • Beese Fulmer Investment Management first reported a position in MutualFirst Financial Inc in Q2 2016 and held it in 3 quarters.
  • Beese Fulmer Investment Management's MutualFirst Financial Inc position peaked at $277K in Q4 2016.
  • 51 funds tracked by Wall St. Rank held MutualFirst Financial Inc as of Q1 2017.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2017, filed 18 Apr 2017.