Emerald Mutual Fund Advisers Trust’s Waterstone Financial WSBF Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio WSBF Stock Details WSBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-40,000	Closed	-$780K	–	270
2017 Q3	$780K	Hold	40,000	–	–	0.03%	233
2017 Q2	$754K	Hold	40,000	–	–	0.03%	229
2017 Q1	$730K	Hold	40,000	–	–	0.03%	225
2016 Q4	$736K	Hold	40,000	–	–	0.04%	223
2016 Q3	$680K	Buy	+40,000	New	+$653K	0.03%	215

Other funds holding WSBF

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

BFC

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's WSBF Position: Q4 2017 in Review

Emerald Mutual Fund Advisers Trust sold out of Waterstone Financial (WSBF) in Q4 2017, closing a stake of 40,000 shares — an estimated $780K sold.

Emerald Mutual Fund Advisers Trust first reported a position in WSBF in Q3 2016 and held it in 5 quarters. The position peaked at $780K in Q3 2017. 113 funds tracked by Wall St. Rank hold WSBF as of Q4 2017.

Emerald Mutual Fund Advisers Trust reported no remaining Waterstone Financial position as of Q4 2017 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 40,000 Waterstone Financial shares in Q4 2017, an estimated $780K.
Emerald Mutual Fund Advisers Trust first reported a position in Waterstone Financial in Q3 2016 and held it in 5 quarters.
Emerald Mutual Fund Advisers Trust's Waterstone Financial position peaked at $780K in Q3 2017.
113 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2017.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2017, filed 6 Feb 2018.