Mutual of America Capital Management’s Waterstone Financial WSBF Stock Holding History

Mutual of America Capital Management’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
2018 Q3	–	Sell	-57,289	Closed	-$977K	–	1719
2018 Q2	$977K	Sell	57,289 -51,470	-47%	-$899K	0.01%	1096
2018 Q1	$1.88M	Sell	108,759 -449	-0.4%	-$7.78K	0.03%	875
2017 Q4	$1.86M	Buy	109,208 +21,772	+25%	+$408K	0.03%	897
2017 Q3	$1.71M	Buy	87,436 +20,284	+30%	+$373K	0.03%	905
2017 Q2	$1.27M	Buy	67,152 +522	+0.8%	+$9.83K	0.02%	1008
2017 Q1	$1.22M	Buy	66,630 +492	+0.7%	+$8.99K	0.02%	1022
2016 Q4	$1.22M	Buy	+66,138	New	+$1.17M	0.02%	975

Other funds holding WSBF

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BFC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mutual of America Capital Management's WSBF Position: Q3 2018 in Review

Mutual of America Capital Management sold out of Waterstone Financial (WSBF) in Q3 2018, closing a stake of 57,289 shares — an estimated $977K sold.

Mutual of America Capital Management first reported a position in WSBF in Q4 2016 and held it in 7 quarters. The position peaked at $1.88M in Q1 2018. 96 funds tracked by Wall St. Rank hold WSBF as of Q3 2018.

Mutual of America Capital Management reported no remaining Waterstone Financial position as of Q3 2018 after selling out during the quarter.
Mutual of America Capital Management sold 57,289 Waterstone Financial shares in Q3 2018, an estimated $977K.
Mutual of America Capital Management first reported a position in Waterstone Financial in Q4 2016 and held it in 7 quarters.
Mutual of America Capital Management's Waterstone Financial position peaked at $1.88M in Q1 2018.
96 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2018.

Based on Mutual of America Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.