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Bowling Portfolio Management’s Bankwell Financial Group BWFG Stock Holding History

Bowling Portfolio Management’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-39,557
Closed -$1.28M – 333
2018
Q1 		$1.28M Sell
39,557
-11,536
-23% -$384K 0.17% 204
2017
Q4 		$1.75M Buy
+51,093
New +$1.81M 0.23% 153

Other funds holding BWFG

EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bowling Portfolio Management's BWFG Position: Q2 2018 in Review

Bowling Portfolio Management sold out of Bankwell Financial Group (BWFG) in Q2 2018, closing a stake of 39,557 shares — an estimated $1.28M sold.

Bowling Portfolio Management first reported a position in BWFG in Q4 2017 and held it in 2 quarters. The position peaked at $1.75M in Q4 2017. 55 funds tracked by Wall St. Rank hold BWFG as of Q2 2018.

  • Bowling Portfolio Management reported no remaining Bankwell Financial Group position as of Q2 2018 after selling out during the quarter.
  • Bowling Portfolio Management sold 39,557 Bankwell Financial Group shares in Q2 2018, an estimated $1.28M.
  • Bowling Portfolio Management first reported a position in Bankwell Financial Group in Q4 2017 and held it in 2 quarters.
  • Bowling Portfolio Management's Bankwell Financial Group position peaked at $1.75M in Q4 2017.
  • 55 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2018.

Based on Bowling Portfolio Management's 13F filing for Q2 2018, filed 6 Aug 2018.