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Lynch & Associates’s Waterstone Financial WSBF Stock Holding History

Lynch & Associates’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
2014
Q2 		– Sell
-11,109
Closed -$115K – 95
2014
Q1 		$115K Buy
+11,109
New +$116K 0.07% 92

Other funds holding WSBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lynch & Associates's WSBF Position: Q2 2014 in Review

Lynch & Associates sold out of Waterstone Financial (WSBF) in Q2 2014, closing a stake of 11,109 shares — an estimated $115K sold.

Lynch & Associates first reported a position in WSBF in Q1 2014 and held it in 1 quarter. The position peaked at $115K in Q1 2014. 83 funds tracked by Wall St. Rank hold WSBF as of Q2 2014.

  • Lynch & Associates reported no remaining Waterstone Financial position as of Q2 2014 after selling out during the quarter.
  • Lynch & Associates sold 11,109 Waterstone Financial shares in Q2 2014, an estimated $115K.
  • Lynch & Associates first reported a position in Waterstone Financial in Q1 2014 and held it in 1 quarter.
  • Lynch & Associates's Waterstone Financial position peaked at $115K in Q1 2014.
  • 83 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2014.

Based on Lynch & Associates's 13F filing for Q2 2014, filed 15 Jul 2014.