MWPCG
BLMT

Measured Wealth Private Client Group’s BSB Bancorp, Inc. BLMT Stock Holding History

Measured Wealth Private Client Group’s Portfolio BLMT Stock Details BLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,045
Closed -$34K – 830
2018
Q3 		$34K Buy
+1,045
New +$35.3K 0.02% 430

Other funds holding BLMT

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Measured Wealth Private Client Group's BLMT Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of BSB Bancorp, Inc. (BLMT) in Q4 2018, closing a stake of 1,045 shares — an estimated $34K sold.

Measured Wealth Private Client Group first reported a position in BLMT in Q3 2018 and held it in 1 quarter. The position peaked at $34K in Q3 2018. 66 funds tracked by Wall St. Rank hold BLMT as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining BSB Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,045 BSB Bancorp, Inc. shares in Q4 2018, an estimated $34K.
  • Measured Wealth Private Client Group first reported a position in BSB Bancorp, Inc. in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's BSB Bancorp, Inc. position peaked at $34K in Q3 2018.
  • 66 funds tracked by Wall St. Rank held BSB Bancorp, Inc. as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.