BPM
WSBF icon

Bowling Portfolio Management’s Waterstone Financial WSBF Stock Holding History

Bowling Portfolio Management’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-34,964
Closed -$682K – 414
2017
Q3 		$682K Sell
34,964
-263
-0.7% -$4.84K 0.1% 270
2017
Q2 		$664K Buy
+35,227
New +$663K 0.1% 269

Other funds holding WSBF

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Bowling Portfolio Management's WSBF Position: Q4 2017 in Review

Bowling Portfolio Management sold out of Waterstone Financial (WSBF) in Q4 2017, closing a stake of 34,964 shares — an estimated $682K sold.

Bowling Portfolio Management first reported a position in WSBF in Q2 2017 and held it in 2 quarters. The position peaked at $682K in Q3 2017. 113 funds tracked by Wall St. Rank hold WSBF as of Q4 2017.

  • Bowling Portfolio Management reported no remaining Waterstone Financial position as of Q4 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 34,964 Waterstone Financial shares in Q4 2017, an estimated $682K.
  • Bowling Portfolio Management first reported a position in Waterstone Financial in Q2 2017 and held it in 2 quarters.
  • Bowling Portfolio Management's Waterstone Financial position peaked at $682K in Q3 2017.
  • 113 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2017.

Based on Bowling Portfolio Management's 13F filing for Q4 2017, filed 22 Jan 2018.