OIA
BKMU

Optimum Investment Advisors’s Bank Mutual Corp BKMU Stock Holding History

Optimum Investment Advisors’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 		$7K Hold
1,000
– – ﹤0.01% 853
2014
Q4 		$7K Buy
+1,000
New +$6.48K ﹤0.01% 891

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 18.14% 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 16.26% 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 $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Optimum Investment Advisors's BKMU Position: Q1 2015 in Review

Optimum Investment Advisors held its Bank Mutual Corp (BKMU) position steady in Q1 2015 at 1,000 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Optimum Investment Advisors first reported a position in BKMU in Q4 2014 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold BKMU as of Q1 2015.

  • Optimum Investment Advisors held 1,000 shares of Bank Mutual Corp worth $7K as of Q1 2015.
  • Optimum Investment Advisors left its Bank Mutual Corp share count unchanged in Q1 2015.
  • Bank Mutual Corp made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #853 holding.
  • Optimum Investment Advisors first reported a position in Bank Mutual Corp in Q4 2014 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.