Financial Planning & Information Services’s Bank Mutual Corp BKMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-129,992
| Closed | -$1.38M | – | 46 |
|
|
2017
Q4 | $1.38M | Buy |
129,992
+100
| +0.1% | +$1.05K | 0.47% | 25 |
|
|
2017
Q3 | $1.32M | Hold |
129,892
| – | – | 0.47% | 25 |
|
|
2017
Q2 | $1.19M | Sell |
129,892
-10,000
| -7% | -$92.8K | 0.43% | 25 |
|
|
2017
Q1 | $1.31M | Hold |
139,892
| – | – | 0.48% | 25 |
|
|
2016
Q4 | $1.32M | Sell |
139,892
-1,526
| -1% | -$12.9K | 0.51% | 25 |
|
|
2016
Q3 | $1.09M | Hold |
141,418
| – | – | 0.45% | 24 |
|
|
2016
Q2 | $1.09M | Hold |
141,418
| – | – | 0.5% | 24 |
|
|
2016
Q1 | $1.07M | Hold |
141,418
| – | – | 0.55% | 23 |
|
|
2015
Q4 | $1.1M | Sell |
141,418
-125
| -0.1% | -$941 | 0.63% | 23 |
|
|
2015
Q3 | $1.09M | Buy |
141,543
+122,056
| +626% | +$892K | 0.68% | 22 |
|
|
2015
Q2 | $149K | Sell |
19,487
-831
| -4% | -$6.05K | 0.09% | 33 |
|
|
2015
Q1 | $149K | Hold |
20,318
| – | – | 0.1% | 32 |
|
|
2014
Q4 | $130K | Hold |
20,318
| – | – | 0.09% | 32 |
|
|
2014
Q3 | $130K | Hold |
20,318
| – | – | 0.09% | 32 |
|
|
2014
Q2 | $118K | Hold |
20,318
| – | – | 0.08% | 33 |
|
|
2014
Q1 | $129K | Hold |
20,318
| – | – | 0.09% | 32 |
|
|
2013
Q4 | $142K | Buy |
+20,318
| New | +$133K | 0.1% | 32 |
|
Other funds holding BKMU
Financial Planning & Information Services's BKMU Position: Q1 2018 in Review
Financial Planning & Information Services sold out of Bank Mutual Corp (BKMU) in Q1 2018, closing a stake of 129,992 shares — an estimated $1.38M sold.
Financial Planning & Information Services first reported a position in BKMU in Q4 2013 and held it in 17 quarters. The position peaked at $1.38M in Q4 2017. 1 fund tracked by Wall St. Rank holds BKMU as of Q1 2018.
- Financial Planning & Information Services reported no remaining Bank Mutual Corp position as of Q1 2018 after selling out during the quarter.
- Financial Planning & Information Services sold 129,992 Bank Mutual Corp shares in Q1 2018, an estimated $1.38M.
- Financial Planning & Information Services first reported a position in Bank Mutual Corp in Q4 2013 and held it in 17 quarters.
- Financial Planning & Information Services's Bank Mutual Corp position peaked at $1.38M in Q4 2017.
- 1 fund tracked by Wall St. Rank held Bank Mutual Corp as of Q1 2018.
Based on Financial Planning & Information Services's 13F filing for Q1 2018, filed 24 May 2021.