EPCA
BKMU

Elizabeth Park Capital Advisors’s Bank Mutual Corp BKMU Stock Holding History

Elizabeth Park Capital Advisors’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
2017
Q3 		– Sell
-679,887
Closed -$6.22M – 42
2017
Q2 		$6.22M Buy
679,887
+41,900
+7% +$389K 2.45% 19
2017
Q1 		$6M Buy
+637,987
New +$6.15M 2.48% 18
2014
Q4 		– Sell
-564,608
Closed -$3.62M – 62
2014
Q3 		$3.62M Sell
564,608
-196,393
-26% -$1.23M 1.34% 30
2014
Q2 		$4.41M Buy
761,001
+128,903
+20% +$784K 1.89% 20
2014
Q1 		$4.01M Buy
632,098
+96,443
+18% +$645K 3.03% 10
2013
Q4 		$3.75M Buy
+535,655
New +$3.51M 2.58% 15

Other funds holding BKMU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elizabeth Park Capital Advisors's BKMU Position: Q3 2017 in Review

Elizabeth Park Capital Advisors sold out of Bank Mutual Corp (BKMU) in Q3 2017, closing a stake of 679,887 shares — an estimated $6.22M sold.

Elizabeth Park Capital Advisors first reported a position in BKMU in Q4 2013 and held it in 6 quarters. The position peaked at $6.22M in Q2 2017. 113 funds tracked by Wall St. Rank hold BKMU as of Q3 2017.

  • Elizabeth Park Capital Advisors reported no remaining Bank Mutual Corp position as of Q3 2017 after selling out during the quarter.
  • Elizabeth Park Capital Advisors sold 679,887 Bank Mutual Corp shares in Q3 2017, an estimated $6.22M.
  • Elizabeth Park Capital Advisors first reported a position in Bank Mutual Corp in Q4 2013 and held it in 6 quarters.
  • Elizabeth Park Capital Advisors's Bank Mutual Corp position peaked at $6.22M in Q2 2017.
  • 113 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q3 2017.

Based on Elizabeth Park Capital Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.