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Portfolio Solutions’s Bankwell Financial Group BWFG Stock Holding History

Portfolio Solutions’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-7,301
Closed -$228K – 177
2017
Q2 		$228K Sell
7,301
-6,000
-45% -$202K 0.03% 35
2017
Q1 		$457K Hold
13,301
– – 0.06% 21
2016
Q4 		$432K Hold
13,301
– – 0.06% 22
2016
Q3 		$315K Sell
13,301
-1,140
-8% -$25.8K 0.05% 23
2016
Q2 		$319K Buy
+14,441
New +$303K 0.05% 21

Other funds holding BWFG

EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

Portfolio Solutions's BWFG Position: Q3 2017 in Review

Portfolio Solutions sold out of Bankwell Financial Group (BWFG) in Q3 2017, closing a stake of 7,301 shares — an estimated $228K sold.

Portfolio Solutions first reported a position in BWFG in Q2 2016 and held it in 5 quarters. The position peaked at $457K in Q1 2017. 51 funds tracked by Wall St. Rank hold BWFG as of Q3 2017.

  • Portfolio Solutions reported no remaining Bankwell Financial Group position as of Q3 2017 after selling out during the quarter.
  • Portfolio Solutions sold 7,301 Bankwell Financial Group shares in Q3 2017, an estimated $228K.
  • Portfolio Solutions first reported a position in Bankwell Financial Group in Q2 2016 and held it in 5 quarters.
  • Portfolio Solutions's Bankwell Financial Group position peaked at $457K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2017.

Based on Portfolio Solutions's 13F filing for Q3 2017, filed 12 Oct 2017.