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Spark Investment Management’s Waterstone Financial WSBF Stock Holding History

Spark Investment Management’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
Q1 		– Sell
-40,700
Closed -$693K – 738
2017
Q4 		$693K Buy
40,700
+4,400
+12% +$82.5K 0.04% 413
2017
Q3 		$707K Buy
36,300
+12,000
+49% +$221K 0.04% 437
2017
Q2 		$458K Sell
24,300
-10,700
-31% -$201K 0.03% 517
2017
Q1 		$638K Hold
35,000
– – 0.04% 487
2016
Q4 		$644K Hold
35,000
– – 0.05% 426
2016
Q3 		$594K Buy
+35,000
New +$571K 0.05% 450
2016
Q1 		– Sell
-17,900
Closed -$252K – 845
2015
Q4 		$252K Buy
+17,900
New +$245K 0.03% 524

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Spark Investment Management's WSBF Position: Q1 2018 in Review

Spark Investment Management sold out of Waterstone Financial (WSBF) in Q1 2018, closing a stake of 40,700 shares — an estimated $693K sold.

Spark Investment Management first reported a position in WSBF in Q4 2015 and held it in 7 quarters. The position peaked at $707K in Q3 2017. 106 funds tracked by Wall St. Rank hold WSBF as of Q1 2018.

  • Spark Investment Management reported no remaining Waterstone Financial position as of Q1 2018 after selling out during the quarter.
  • Spark Investment Management sold 40,700 Waterstone Financial shares in Q1 2018, an estimated $693K.
  • Spark Investment Management first reported a position in Waterstone Financial in Q4 2015 and held it in 7 quarters.
  • Spark Investment Management's Waterstone Financial position peaked at $707K in Q3 2017.
  • 106 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2018.

Based on Spark Investment Management's 13F filing for Q1 2018, filed 10 May 2018.