Rothschild & Co Asset Management US’s Waterstone Financial WSBF Stock Holding History

Rothschild & Co Asset Management US’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 Q1	–	Sell	-134,286	Closed	-$2.47M	–	591
2016 Q4	$2.47M	Buy	134,286 +7,612	+6%	+$134K	0.03%	326
2016 Q3	$2.15M	Buy	126,674 +47,327	+60%	+$773K	0.04%	310
2016 Q2	$1.22M	Buy	+79,347	New	+$1.13M	0.02%	348

Other funds holding WSBF

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Rothschild & Co Asset Management US's WSBF Position: Q1 2017 in Review

Rothschild & Co Asset Management US sold out of Waterstone Financial (WSBF) in Q1 2017, closing a stake of 134,286 shares — an estimated $2.47M sold.

Rothschild & Co Asset Management US first reported a position in WSBF in Q2 2016 and held it in 3 quarters. The position peaked at $2.47M in Q4 2016. 111 funds tracked by Wall St. Rank hold WSBF as of Q1 2017.

Rothschild & Co Asset Management US reported no remaining Waterstone Financial position as of Q1 2017 after selling out during the quarter.
Rothschild & Co Asset Management US sold 134,286 Waterstone Financial shares in Q1 2017, an estimated $2.47M.
Rothschild & Co Asset Management US first reported a position in Waterstone Financial in Q2 2016 and held it in 3 quarters.
Rothschild & Co Asset Management US's Waterstone Financial position peaked at $2.47M in Q4 2016.
111 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q1 2017, filed 12 May 2017.