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Keeley Asset Management’s Waterstone Financial WSBF Stock Holding History

Keeley 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
Q4 		$294K Buy
16,000
+2,000
+14% +$35.3K 0.01% 252
2016
Q3 		$238K Buy
14,000
+3,000
+27% +$49K 0.01% 266
2016
Q2 		$169K Buy
11,000
+1,000
+10% +$14.3K 0.01% 288
2016
Q1 		$137K Buy
+10,000
New +$137K 0.01% 311

Other funds holding WSBF

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Keeley Asset Management's WSBF Position: Q4 2016 in Review

Keeley Asset Management increased its Waterstone Financial (WSBF) stake by 14% in Q4 2016, buying an estimated $35.3K and bringing the position to 16,000 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #252.

Keeley Asset Management first reported a position in WSBF in Q1 2016 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold WSBF as of Q4 2016.

  • Keeley Asset Management held 16,000 shares of Waterstone Financial worth $294K as of Q4 2016.
  • Keeley Asset Management bought 2,000 Waterstone Financial shares in Q4 2016, an estimated $35.3K.
  • Waterstone Financial made up 0.01% of Keeley Asset Management's portfolio in Q4 2016, its #252 holding.
  • Keeley Asset Management first reported a position in Waterstone Financial in Q1 2016 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2016.

Based on Keeley Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.