Envestnet Asset Management
WSBF icon

Envestnet Asset Management’s Waterstone Financial WSBF Stock Holding History

Envestnet Asset Management’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
2016
Q3 		– Sell
-4,659
Closed -$71K – 3071
2016
Q2 		$71K Sell
4,659
-183
-4% -$2.62K ﹤0.01% 2588
2016
Q1 		$66K Hold
4,842
– – ﹤0.01% 2607
2015
Q4 		$68K Sell
4,842
-171
-3% -$2.34K ﹤0.01% 2540
2015
Q3 		$68K Buy
+5,013
New +$65.5K ﹤0.01% 2513

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Envestnet Asset Management's WSBF Position: Q3 2016 in Review

Envestnet Asset Management sold out of Waterstone Financial (WSBF) in Q3 2016, closing a stake of 4,659 shares — an estimated $71K sold.

Envestnet Asset Management first reported a position in WSBF in Q3 2015 and held it in 4 quarters. The position peaked at $71K in Q2 2016. 111 funds tracked by Wall St. Rank hold WSBF as of Q3 2016.

  • Envestnet Asset Management reported no remaining Waterstone Financial position as of Q3 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 4,659 Waterstone Financial shares in Q3 2016, an estimated $71K.
  • Envestnet Asset Management first reported a position in Waterstone Financial in Q3 2015 and held it in 4 quarters.
  • Envestnet Asset Management's Waterstone Financial position peaked at $71K in Q2 2016.
  • 111 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2016.

Based on Envestnet Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.