Kore Private Wealth’s Wellesley Bancorp, Inc. WEBK Stock Holding History

Kore Private Wealth’s Portfolio WEBK Stock Details WEBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-580	Closed	-$18K	–	871
2019 Q1	$18K	Hold	580	–	–	﹤0.01%	524
2018 Q4	$16K	Buy	+580	New	+$18.2K	﹤0.01%	514

Other funds holding WEBK

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

BFC

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

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

SCP

Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Kore Private Wealth's WEBK Position: Q2 2019 in Review

Kore Private Wealth sold out of Wellesley Bancorp, Inc. (WEBK) in Q2 2019, closing a stake of 580 shares — an estimated $18K sold.

Kore Private Wealth first reported a position in WEBK in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2019. 19 funds tracked by Wall St. Rank hold WEBK as of Q2 2019.

Kore Private Wealth reported no remaining Wellesley Bancorp, Inc. position as of Q2 2019 after selling out during the quarter.
Kore Private Wealth sold 580 Wellesley Bancorp, Inc. shares in Q2 2019, an estimated $18K.
Kore Private Wealth first reported a position in Wellesley Bancorp, Inc. in Q4 2018 and held it in 2 quarters.
Kore Private Wealth's Wellesley Bancorp, Inc. position peaked at $18K in Q1 2019.
19 funds tracked by Wall St. Rank held Wellesley Bancorp, Inc. as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.