Curi RMB Capital’s Bank Mutual Corp BKMU Stock Holding History

Curi RMB Capital’s Portfolio BKMU Stock Details BKMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-134,169	Closed	-$1.03M	–	587
2016 Q3	$1.03M	Sell	134,169 -325,288	-71%	-$2.5M	0.06%	240
2016 Q2	$3.53M	Hold	459,457	–	–	0.18%	124
2016 Q1	$3.48M	Hold	459,457	–	–	0.23%	121
2015 Q4	$3.58M	Hold	459,457	–	–	0.17%	114
2015 Q3	$3.53M	Buy	459,457 +16,553	+4%	+$121K	0.23%	105
2015 Q2	$3.4M	Buy	442,904 +432,086	+3,994%	+$3.15M	0.22%	110
2015 Q1	$79K	Buy	+10,818	New	+$75.6K	﹤0.01%	501

Other funds holding BKMU

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi RMB Capital's BKMU Position: Q4 2016 in Review

Curi RMB Capital sold out of Bank Mutual Corp (BKMU) in Q4 2016, closing a stake of 134,169 shares — an estimated $1.03M sold.

Curi RMB Capital first reported a position in BKMU in Q1 2015 and held it in 7 quarters. The position peaked at $3.58M in Q4 2015. 117 funds tracked by Wall St. Rank hold BKMU as of Q4 2016.

Curi RMB Capital reported no remaining Bank Mutual Corp position as of Q4 2016 after selling out during the quarter.
Curi RMB Capital sold 134,169 Bank Mutual Corp shares in Q4 2016, an estimated $1.03M.
Curi RMB Capital first reported a position in Bank Mutual Corp in Q1 2015 and held it in 7 quarters.
Curi RMB Capital's Bank Mutual Corp position peaked at $3.58M in Q4 2015.
117 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q4 2016.

Based on Curi RMB Capital's 13F filing for Q4 2016, filed 13 Feb 2017.