KCM
BKMU

Kennedy Capital Management’s Bank Mutual Corp BKMU Stock Holding History

Kennedy Capital Management’s Portfolio BKMU Stock Details BKMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-129,947
Closed -$1.19M – 783
2017
Q2 		$1.19M Sell
129,947
-111,074
-46% -$1.03M 0.02% 636
2017
Q1 		$2.27M Sell
241,021
-51,053
-17% -$492K 0.04% 575
2016
Q4 		$2.76M Buy
292,074
+1,009
+0.3% +$8.56K 0.05% 544
2016
Q3 		$2.23M Buy
291,065
+213,514
+275% +$1.64M 0.04% 553
2016
Q2 		$596K Sell
77,551
-175
-0.2% -$1.37K 0.01% 668
2016
Q1 		$588K Hold
77,726
– – 0.01% 690
2015
Q4 		$606K Buy
+77,726
New +$585K 0.01% 691

Other funds holding BKMU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kennedy Capital Management's BKMU Position: Q3 2017 in Review

Kennedy Capital Management sold out of Bank Mutual Corp (BKMU) in Q3 2017, closing a stake of 129,947 shares — an estimated $1.19M sold.

Kennedy Capital Management first reported a position in BKMU in Q4 2015 and held it in 7 quarters. The position peaked at $2.76M in Q4 2016. 113 funds tracked by Wall St. Rank hold BKMU as of Q3 2017.

  • Kennedy Capital Management reported no remaining Bank Mutual Corp position as of Q3 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 129,947 Bank Mutual Corp shares in Q3 2017, an estimated $1.19M.
  • Kennedy Capital Management first reported a position in Bank Mutual Corp in Q4 2015 and held it in 7 quarters.
  • Kennedy Capital Management's Bank Mutual Corp position peaked at $2.76M in Q4 2016.
  • 113 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q3 2017.

Based on Kennedy Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.