Delta Asset Management’s Wellesley Bancorp, Inc. WEBK Stock Holding History

Delta Asset Management’s Portfolio WEBK Stock Details WEBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-500	Closed	-$14K	–	653
2018 Q4	$14K	Hold	500	–	–	﹤0.01%	379
2018 Q3	$17K	Buy	500 +250	+100%	+$8.42K	﹤0.01%	390
2018 Q2	$8K	Hold	250	–	–	﹤0.01%	479
2018 Q1	$7K	Hold	250	–	–	﹤0.01%	494
2017 Q4	$7K	Buy	+250	New	+$6.92K	﹤0.01%	491

Other funds holding WEBK

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SCP

Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

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

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

Delta Asset Management's WEBK Position: Q1 2019 in Review

Delta Asset Management sold out of Wellesley Bancorp, Inc. (WEBK) in Q1 2019, closing a stake of 500 shares — an estimated $14K sold.

Delta Asset Management first reported a position in WEBK in Q4 2017 and held it in 5 quarters. The position peaked at $17K in Q3 2018. 16 funds tracked by Wall St. Rank hold WEBK as of Q1 2019.

Delta Asset Management reported no remaining Wellesley Bancorp, Inc. position as of Q1 2019 after selling out during the quarter.
Delta Asset Management sold 500 Wellesley Bancorp, Inc. shares in Q1 2019, an estimated $14K.
Delta Asset Management first reported a position in Wellesley Bancorp, Inc. in Q4 2017 and held it in 5 quarters.
Delta Asset Management's Wellesley Bancorp, Inc. position peaked at $17K in Q3 2018.
16 funds tracked by Wall St. Rank held Wellesley Bancorp, Inc. as of Q1 2019.

Based on Delta Asset Management's 13F filing for Q1 2019, filed 30 Apr 2019.