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Clover Partners’s Bankwell Financial Group BWFG Stock Holding History

Clover Partners’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
2019
Q3 		$1.64M Sell
59,792
-800
-1% -$21.8K 3.81% 15
2019
Q2 		$1.74M Sell
60,592
-10,000
-14% -$293K 3.16% 19
2019
Q1 		$2.06M Hold
70,592
– – 3.65% 14
2018
Q4 		$2.03M Buy
70,592
+27,614
+64% +$811K 3.52% 15
2018
Q3 		$1.35M Buy
+42,978
New +$1.37M 1.86% 23

Other funds holding BWFG

LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clover Partners's BWFG Position: Q3 2019 in Review

Clover Partners reduced its Bankwell Financial Group (BWFG) stake by 1.3% in Q3 2019, selling an estimated $21.8K and leaving 59,792 shares worth $1.64M. The position accounts for 3.81% of the portfolio, ranked #15.

Clover Partners first reported a position in BWFG in Q3 2018 and has held it in 5 quarters since. The position peaked at $2.06M in Q1 2019. 56 funds tracked by Wall St. Rank hold BWFG as of Q3 2019.

  • Clover Partners held 59,792 shares of Bankwell Financial Group worth $1.64M as of Q3 2019.
  • Clover Partners sold 800 Bankwell Financial Group shares in Q3 2019, an estimated $21.8K.
  • Bankwell Financial Group made up 3.81% of Clover Partners's portfolio in Q3 2019, its #15 holding.
  • Clover Partners first reported a position in Bankwell Financial Group in Q3 2018 and has held it in 5 quarters since.
  • Clover Partners's Bankwell Financial Group position peaked at $2.06M in Q1 2019.
  • 56 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2019.

Based on Clover Partners's 13F filing for Q3 2019, filed 12 Nov 2019.