Stifel Financial
BKMU

Stifel Financial’s Bank Mutual Corp BKMU Stock Holding History

Stifel Financial’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
2017
Q3 		– Sell
-26,990
Closed -$247K – 2694
2017
Q2 		$247K Buy
+26,990
New +$250K ﹤0.01% 2228
2014
Q4 		– Sell
-108,498
Closed -$695K – 2498
2014
Q3 		$695K Sell
108,498
-9,571
-8% -$59.9K 0.01% 1338
2014
Q2 		$684K Buy
118,069
+22,797
+24% +$139K 0.01% 1304
2014
Q1 		$604K Buy
+95,272
New +$637K 0.01% 1329

Other funds holding BKMU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial's BKMU Position: Q3 2017 in Review

Stifel Financial sold out of Bank Mutual Corp (BKMU) in Q3 2017, closing a stake of 26,990 shares — an estimated $247K sold.

Stifel Financial first reported a position in BKMU in Q1 2014 and held it in 4 quarters. The position peaked at $695K in Q3 2014. 113 funds tracked by Wall St. Rank hold BKMU as of Q3 2017.

  • Stifel Financial reported no remaining Bank Mutual Corp position as of Q3 2017 after selling out during the quarter.
  • Stifel Financial sold 26,990 Bank Mutual Corp shares in Q3 2017, an estimated $247K.
  • Stifel Financial first reported a position in Bank Mutual Corp in Q1 2014 and held it in 4 quarters.
  • Stifel Financial's Bank Mutual Corp position peaked at $695K in Q3 2014.
  • 113 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q3 2017.

Based on Stifel Financial's 13F filing for Q3 2017, filed 13 Nov 2017.