DWM
BLMT

Doyle Wealth Management’s BSB Bancorp, Inc. BLMT Stock Holding History

Doyle Wealth Management’s Portfolio BLMT Stock Details BLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,000
Closed -$28K – 851
2018
Q4 		$28K Buy
+1,000
New +$29.8K ﹤0.01% 467

Other funds holding BLMT

CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Doyle Wealth Management's BLMT Position: Q1 2019 in Review

Doyle Wealth Management sold out of BSB Bancorp, Inc. (BLMT) in Q1 2019, closing a stake of 1,000 shares — an estimated $28K sold.

Doyle Wealth Management first reported a position in BLMT in Q4 2018 and held it in 1 quarter. The position peaked at $28K in Q4 2018. 66 funds tracked by Wall St. Rank hold BLMT as of Q1 2019.

  • Doyle Wealth Management reported no remaining BSB Bancorp, Inc. position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,000 BSB Bancorp, Inc. shares in Q1 2019, an estimated $28K.
  • Doyle Wealth Management first reported a position in BSB Bancorp, Inc. in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's BSB Bancorp, Inc. position peaked at $28K in Q4 2018.
  • 66 funds tracked by Wall St. Rank held BSB Bancorp, Inc. as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.