MCM
BKMU

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

MAI 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
2015
Q1 		– Sell
-34,512
Closed -$237K – 506
2014
Q4 		$237K Sell
34,512
-13,974
-29% -$90.6K 0.02% 407
2014
Q3 		$311K Hold
48,486
– – 0.03% 294
2014
Q2 		$281K Sell
48,486
-2,135
-4% -$13K 0.03% 315
2014
Q1 		$321K Hold
50,621
– – 0.03% 292
2013
Q4 		$355K Buy
+50,621
New +$331K 0.04% 267

Other funds holding BKMU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

MAI Capital Management's BKMU Position: Q1 2015 in Review

MAI Capital Management sold out of Bank Mutual Corp (BKMU) in Q1 2015, closing a stake of 34,512 shares — an estimated $237K sold.

MAI Capital Management first reported a position in BKMU in Q4 2013 and held it in 5 quarters. The position peaked at $355K in Q4 2013. 98 funds tracked by Wall St. Rank hold BKMU as of Q1 2015.

  • MAI Capital Management reported no remaining Bank Mutual Corp position as of Q1 2015 after selling out during the quarter.
  • MAI Capital Management sold 34,512 Bank Mutual Corp shares in Q1 2015, an estimated $237K.
  • MAI Capital Management first reported a position in Bank Mutual Corp in Q4 2013 and held it in 5 quarters.
  • MAI Capital Management's Bank Mutual Corp position peaked at $355K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q1 2015.

Based on MAI Capital Management's 13F filing for Q1 2015, filed 30 Apr 2015.