GA
BFIN

Geneva Advisors’s BankFinancial BFIN Stock Holding History

Geneva Advisors’s Portfolio BFIN Stock Details BFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-13,114
Closed -$131K – 719
2014
Q1 		$131K Hold
13,114
– – ﹤0.01% 587
2013
Q4 		$120K Sell
13,114
-1,003
-7% -$9.28K ﹤0.01% 489
2013
Q3 		$125K Sell
14,117
-5,038
-26% -$44.5K ﹤0.01% 467
2013
Q2 		$163K Buy
+19,155
New +$154K ﹤0.01% 396

Other funds holding BFIN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CC
Consector Capital New York $45.9M AUM 4.93% 1-Year Est. Return

Geneva Advisors's BFIN Position: Q2 2014 in Review

Geneva Advisors sold out of BankFinancial (BFIN) in Q2 2014, closing a stake of 13,114 shares — an estimated $131K sold.

Geneva Advisors first reported a position in BFIN in Q2 2013 and held it in 4 quarters. The position peaked at $163K in Q2 2013. 65 funds tracked by Wall St. Rank hold BFIN as of Q2 2014.

  • Geneva Advisors reported no remaining BankFinancial position as of Q2 2014 after selling out during the quarter.
  • Geneva Advisors sold 13,114 BankFinancial shares in Q2 2014, an estimated $131K.
  • Geneva Advisors first reported a position in BankFinancial in Q2 2013 and held it in 4 quarters.
  • Geneva Advisors's BankFinancial position peaked at $163K in Q2 2013.
  • 65 funds tracked by Wall St. Rank held BankFinancial as of Q2 2014.

Based on Geneva Advisors's 13F filing for Q2 2014, filed 7 Aug 2014.