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IndexIQ Advisors’s Waterstone Financial WSBF Stock Holding History

IndexIQ Advisors’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
2021
Q1 		– Sell
-14,649
Closed -$276K – 1331
2020
Q4 		$276K Buy
14,649
+1,731
+13% +$30.3K 0.01% 737
2020
Q3 		$200K Buy
12,918
+701
+6% +$10.5K 0.01% 648
2020
Q2 		$181K Sell
12,217
-297
-2% -$4.21K 0.01% 681
2020
Q1 		$182K Buy
+12,514
New +$212K 0.01% 639

Other funds holding WSBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IndexIQ Advisors's WSBF Position: Q1 2021 in Review

IndexIQ Advisors sold out of Waterstone Financial (WSBF) in Q1 2021, closing a stake of 14,649 shares — an estimated $276K sold.

IndexIQ Advisors first reported a position in WSBF in Q1 2020 and held it in 4 quarters. The position peaked at $276K in Q4 2020. 109 funds tracked by Wall St. Rank hold WSBF as of Q1 2021.

  • IndexIQ Advisors reported no remaining Waterstone Financial position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 14,649 Waterstone Financial shares in Q1 2021, an estimated $276K.
  • IndexIQ Advisors first reported a position in Waterstone Financial in Q1 2020 and held it in 4 quarters.
  • IndexIQ Advisors's Waterstone Financial position peaked at $276K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.