RBLCM
BKMU

Roaring Blue Lion Capital Management’s Bank Mutual Corp BKMU Stock Holding History

Roaring Blue Lion Capital Management’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
2014
Q2 		– Sell
-795,542
Closed -$5.04M – 54
2014
Q1 		$5.04M Buy
795,542
+461,006
+138% +$3.08M 4.22% 2
2013
Q4 		$2.35M Buy
+334,536
New +$2.19M 1.43% 34

Other funds holding BKMU

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Roaring Blue Lion Capital Management's BKMU Position: Q2 2014 in Review

Roaring Blue Lion Capital Management sold out of Bank Mutual Corp (BKMU) in Q2 2014, closing a stake of 795,542 shares — an estimated $5.04M sold.

Roaring Blue Lion Capital Management first reported a position in BKMU in Q4 2013 and held it in 2 quarters. The position peaked at $5.04M in Q1 2014. 102 funds tracked by Wall St. Rank hold BKMU as of Q2 2014.

  • Roaring Blue Lion Capital Management reported no remaining Bank Mutual Corp position as of Q2 2014 after selling out during the quarter.
  • Roaring Blue Lion Capital Management sold 795,542 Bank Mutual Corp shares in Q2 2014, an estimated $5.04M.
  • Roaring Blue Lion Capital Management first reported a position in Bank Mutual Corp in Q4 2013 and held it in 2 quarters.
  • Roaring Blue Lion Capital Management's Bank Mutual Corp position peaked at $5.04M in Q1 2014.
  • 102 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q2 2014.

Based on Roaring Blue Lion Capital Management's 13F filing for Q2 2014, filed 8 Aug 2014.