SI
BKMU

SII Investments’s Bank Mutual Corp BKMU Stock Holding History

SII Investments’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
2015
Q4 		– Sell
-28,082
Closed -$216K – 563
2015
Q3 		$216K Hold
28,082
– – 0.02% 476
2015
Q2 		$215K Sell
28,082
-6,652
-19% -$48.5K 0.03% 468
2015
Q1 		$255K Buy
34,734
+266
+0.8% +$1.86K 0.03% 439
2014
Q4 		$233K Buy
34,468
+4,204
+14% +$27.3K 0.03% 432
2014
Q3 		$194K Buy
30,264
+1,863
+7% +$11.7K 0.03% 465
2014
Q2 		$165K Buy
+28,401
New +$173K 0.02% 444

Other funds holding BKMU

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SII Investments's BKMU Position: Q4 2015 in Review

SII Investments sold out of Bank Mutual Corp (BKMU) in Q4 2015, closing a stake of 28,082 shares — an estimated $216K sold.

SII Investments first reported a position in BKMU in Q2 2014 and held it in 6 quarters. The position peaked at $255K in Q1 2015. 97 funds tracked by Wall St. Rank hold BKMU as of Q4 2015.

  • SII Investments reported no remaining Bank Mutual Corp position as of Q4 2015 after selling out during the quarter.
  • SII Investments sold 28,082 Bank Mutual Corp shares in Q4 2015, an estimated $216K.
  • SII Investments first reported a position in Bank Mutual Corp in Q2 2014 and held it in 6 quarters.
  • SII Investments's Bank Mutual Corp position peaked at $255K in Q1 2015.
  • 97 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q4 2015.

Based on SII Investments's 13F filing for Q4 2015, filed 16 Feb 2016.