Beese Fulmer Investment Management’s SI Financial Group, Inc. NEW MD SIFI Stock Holding History

Beese Fulmer Investment Management’s Portfolio SIFI Stock Details SIFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-20,280	Closed	-$262K	–	189
2019 Q1	$262K	Hold	20,280	–	–	0.05%	142
2018 Q4	$258K	Hold	20,280	–	–	0.06%	138
2018 Q3	$284K	Hold	20,280	–	–	0.06%	142
2018 Q2	$299K	Buy	+20,280	New	+$297K	0.06%	133

Beese Fulmer Investment Management's SIFI Position: Q2 2019 in Review

Beese Fulmer Investment Management sold out of SI Financial Group, Inc. NEW MD (SIFI) in Q2 2019, closing a stake of 20,280 shares — an estimated $262K sold.

Beese Fulmer Investment Management first reported a position in SIFI in Q2 2018 and held it in 4 quarters. The position peaked at $299K in Q2 2018. 0 funds tracked by Wall St. Rank hold SIFI as of Q2 2019.

Beese Fulmer Investment Management reported no remaining SI Financial Group, Inc. NEW MD position as of Q2 2019 after selling out during the quarter.
Beese Fulmer Investment Management sold 20,280 SI Financial Group, Inc. NEW MD shares in Q2 2019, an estimated $262K.
Beese Fulmer Investment Management first reported a position in SI Financial Group, Inc. NEW MD in Q2 2018 and held it in 4 quarters.
Beese Fulmer Investment Management's SI Financial Group, Inc. NEW MD position peaked at $299K in Q2 2018.
0 funds tracked by Wall St. Rank held SI Financial Group, Inc. NEW MD as of Q2 2019.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2019, filed 5 Jul 2019.