LPL Financial
WSBF icon

LPL Financial’s Waterstone Financial WSBF Stock Holding History

LPL Financial’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
2019
Q4 		– Sell
-23,774
Closed -$408K – 3429
2019
Q3 		$408K Hold
23,774
– – ﹤0.01% 2433
2019
Q2 		$406K Sell
23,774
-5,886
-20% -$97.8K ﹤0.01% 2446
2019
Q1 		$488K Sell
29,660
-16,021
-35% -$266K ﹤0.01% 2246
2018
Q4 		$766K Hold
45,681
– – ﹤0.01% 1723
2018
Q3 		$783K Hold
45,681
– – ﹤0.01% 1866
2018
Q2 		$779K Buy
+45,681
New +$798K ﹤0.01% 1815

Other funds holding WSBF

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's WSBF Position: Q4 2019 in Review

LPL Financial sold out of Waterstone Financial (WSBF) in Q4 2019, closing a stake of 23,774 shares — an estimated $408K sold.

LPL Financial first reported a position in WSBF in Q2 2018 and held it in 6 quarters. The position peaked at $783K in Q3 2018. 113 funds tracked by Wall St. Rank hold WSBF as of Q4 2019.

  • LPL Financial reported no remaining Waterstone Financial position as of Q4 2019 after selling out during the quarter.
  • LPL Financial sold 23,774 Waterstone Financial shares in Q4 2019, an estimated $408K.
  • LPL Financial first reported a position in Waterstone Financial in Q2 2018 and held it in 6 quarters.
  • LPL Financial's Waterstone Financial position peaked at $783K in Q3 2018.
  • 113 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2019.

Based on LPL Financial's 13F filing for Q4 2019, filed 14 Feb 2020.