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Oppenheimer Asset Management’s Waterstone Financial WSBF Stock Holding History

Oppenheimer Asset 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
2017
Q4 		– Sell
-4,269
Closed -$83K – 1497
2017
Q3 		$83K Sell
4,269
-132
-3% -$2.43K ﹤0.01% 1248
2017
Q2 		$83K Hold
4,401
– – ﹤0.01% 1242
2017
Q1 		$80K Buy
+4,401
New +$80.4K ﹤0.01% 1243

Other funds holding WSBF

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Oppenheimer Asset Management's WSBF Position: Q4 2017 in Review

Oppenheimer Asset Management sold out of Waterstone Financial (WSBF) in Q4 2017, closing a stake of 4,269 shares — an estimated $83K sold.

Oppenheimer Asset Management first reported a position in WSBF in Q1 2017 and held it in 3 quarters. The position peaked at $83K in Q3 2017. 113 funds tracked by Wall St. Rank hold WSBF as of Q4 2017.

  • Oppenheimer Asset Management reported no remaining Waterstone Financial position as of Q4 2017 after selling out during the quarter.
  • Oppenheimer Asset Management sold 4,269 Waterstone Financial shares in Q4 2017, an estimated $83K.
  • Oppenheimer Asset Management first reported a position in Waterstone Financial in Q1 2017 and held it in 3 quarters.
  • Oppenheimer Asset Management's Waterstone Financial position peaked at $83K in Q3 2017.
  • 113 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2017.

Based on Oppenheimer Asset Management's 13F filing for Q4 2017, filed 7 Feb 2018.