SAV
BKMU

Schutz Anton Villars’s Bank Mutual Corp BKMU Stock Holding History

Schutz Anton Villars’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
2013
Q4 		– Sell
-15,000
Closed -$94K – 30
2013
Q3 		$94K Hold
15,000
– – 2.03% 25
2013
Q2 		$85K Buy
+15,000
New +$81.8K 2.07% 23

Other funds holding BKMU

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 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

Schutz Anton Villars's BKMU Position: Q4 2013 in Review

Schutz Anton Villars sold out of Bank Mutual Corp (BKMU) in Q4 2013, closing a stake of 15,000 shares — an estimated $94K sold.

Schutz Anton Villars first reported a position in BKMU in Q2 2013 and held it in 2 quarters. The position peaked at $94K in Q3 2013. 95 funds tracked by Wall St. Rank hold BKMU as of Q4 2013.

  • Schutz Anton Villars reported no remaining Bank Mutual Corp position as of Q4 2013 after selling out during the quarter.
  • Schutz Anton Villars sold 15,000 Bank Mutual Corp shares in Q4 2013, an estimated $94K.
  • Schutz Anton Villars first reported a position in Bank Mutual Corp in Q2 2013 and held it in 2 quarters.
  • Schutz Anton Villars's Bank Mutual Corp position peaked at $94K in Q3 2013.
  • 95 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q4 2013.

Based on Schutz Anton Villars's 13F filing for Q4 2013, filed 14 Feb 2014.