Jacobus Wealth Management’s Westbury Bancorp, Inc. WBB Stock Holding History

Jacobus Wealth Management’s Portfolio WBB Stock Details WBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$278K	Sell	13,944 -1,500	-10%	-$30.2K	0.07%	138
2017 Q2	$322K	Sell	15,444 -496	-3%	-$10.1K	0.09%	127
2017 Q1	$332K	Hold	15,940	–	–	0.09%	127
2016 Q4	$330K	Buy	15,940 +940	+6%	+$19K	0.1%	128
2016 Q3	$293K	Hold	15,000	–	–	0.09%	147
2016 Q2	$293K	Hold	15,000	–	–	0.09%	139
2016 Q1	$285K	Hold	15,000	–	–	0.08%	173
2015 Q4	$270K	Hold	15,000	–	–	0.08%	178
2015 Q3	$267K	Hold	15,000	–	–	0.08%	177
2015 Q2	$260K	Hold	15,000	–	–	0.06%	194
2015 Q1	$263K	Hold	15,000	–	–	0.07%	188
2014 Q4	$246K	Hold	15,000	–	–	0.06%	184
2014 Q3	$226K	Hold	15,000	–	–	0.06%	197
2014 Q2	$227K	Hold	15,000	–	–	0.06%	203
2014 Q1	$220K	Hold	15,000	–	–	0.05%	210
2013 Q4	$209K	Hold	15,000	–	–	0.06%	202
2013 Q3	$214K	Hold	15,000	–	–	0.07%	165
2013 Q2	$205K	Buy	+15,000	New	+$202K	0.08%	162

Other funds holding WBB

BFC

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LBS

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

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

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIM

Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobus Wealth Management's WBB Position: Q3 2017 in Review

Jacobus Wealth Management reduced its Westbury Bancorp, Inc. (WBB) stake by 9.7% in Q3 2017, selling an estimated $30.2K and leaving 13,944 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #138.

Jacobus Wealth Management first reported a position in WBB in Q2 2013 and has held it in 18 quarters since. The position peaked at $332K in Q1 2017. 23 funds tracked by Wall St. Rank hold WBB as of Q3 2017.

Jacobus Wealth Management held 13,944 shares of Westbury Bancorp, Inc. worth $278K as of Q3 2017.
Jacobus Wealth Management sold 1,500 Westbury Bancorp, Inc. shares in Q3 2017, an estimated $30.2K.
Westbury Bancorp, Inc. made up 0.07% of Jacobus Wealth Management's portfolio in Q3 2017, its #138 holding.
Jacobus Wealth Management first reported a position in Westbury Bancorp, Inc. in Q2 2013 and has held it in 18 quarters since.
Jacobus Wealth Management's Westbury Bancorp, Inc. position peaked at $332K in Q1 2017.
23 funds tracked by Wall St. Rank held Westbury Bancorp, Inc. as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.