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Next Financial Group’s Lake Shore Bancorp LSBK Stock Holding History

Next Financial Group’s Portfolio LSBK Stock Details LSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-300
Closed -$5K – 2100
2016
Q4 		$5K Hold
300
– – ﹤0.01% 1935
2016
Q3 		$4K Buy
+300
New +$4K ﹤0.01% 2001

Other funds holding LSBK

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Next Financial Group's LSBK Position: Q1 2017 in Review

Next Financial Group sold out of Lake Shore Bancorp (LSBK) in Q1 2017, closing a stake of 300 shares — an estimated $5K sold.

Next Financial Group first reported a position in LSBK in Q3 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 11 funds tracked by Wall St. Rank hold LSBK as of Q1 2017.

  • Next Financial Group reported no remaining Lake Shore Bancorp position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 300 Lake Shore Bancorp shares in Q1 2017, an estimated $5K.
  • Next Financial Group first reported a position in Lake Shore Bancorp in Q3 2016 and held it in 2 quarters.
  • Next Financial Group's Lake Shore Bancorp position peaked at $5K in Q4 2016.
  • 11 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.