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Portfolio Strategies’s Waterstone Financial WSBF Stock Holding History

Portfolio Strategies’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
Q4 		– Sell
-108
Closed -$2K – 204
2018
Q3 		$2K Hold
108
– – ﹤0.01% 215
2018
Q2 		$2K Hold
108
– – ﹤0.01% 220
2018
Q1 		$2K Hold
108
– – ﹤0.01% 218
2017
Q4 		$2K Buy
+108
New +$2.02K ﹤0.01% 227

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
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Portfolio Strategies's WSBF Position: Q4 2018 in Review

Portfolio Strategies sold out of Waterstone Financial (WSBF) in Q4 2018, closing a stake of 108 shares — an estimated $2K sold.

Portfolio Strategies first reported a position in WSBF in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 98 funds tracked by Wall St. Rank hold WSBF as of Q4 2018.

  • Portfolio Strategies reported no remaining Waterstone Financial position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 108 Waterstone Financial shares in Q4 2018, an estimated $2K.
  • Portfolio Strategies first reported a position in Waterstone Financial in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's Waterstone Financial position peaked at $2K in Q3 2018.
  • 98 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.