SJ
WEBK

Stilwell Joseph’s Wellesley Bancorp, Inc. WEBK Stock Holding History

Stilwell Joseph’s Portfolio WEBK Stock Details WEBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$1.06M Sell
55,275
-1,403
-2% -$26.4K 0.61% 34
2014
Q3 		$1.08M Sell
56,678
-8,464
-13% -$160K 0.7% 30
2014
Q2 		$1.24M Sell
65,142
-9,858
-13% -$183K 0.75% 33
2014
Q1 		$1.43M Hold
75,000
– – 0.89% 30
2013
Q4 		$1.47M Hold
75,000
– – 0.88% 34
2013
Q3 		$1.3M Hold
75,000
– – 0.76% 34
2013
Q2 		$1.35M Buy
+75,000
New +$1.27M 0.78% 36

Other funds holding WEBK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
BIG
Blackthorn Investment Group Overland Park, Kansas $26.8M AUM 12.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stilwell Joseph's WEBK Position: Q4 2014 in Review

Stilwell Joseph reduced its Wellesley Bancorp, Inc. (WEBK) stake by 2.5% in Q4 2014, selling an estimated $26.4K and leaving 55,275 shares worth $1.06M. The position accounts for 0.61% of the portfolio, ranked #34.

Stilwell Joseph first reported a position in WEBK in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2013. 11 funds tracked by Wall St. Rank hold WEBK as of Q4 2014.

  • Stilwell Joseph held 55,275 shares of Wellesley Bancorp, Inc. worth $1.06M as of Q4 2014.
  • Stilwell Joseph sold 1,403 Wellesley Bancorp, Inc. shares in Q4 2014, an estimated $26.4K.
  • Wellesley Bancorp, Inc. made up 0.61% of Stilwell Joseph's portfolio in Q4 2014, its #34 holding.
  • Stilwell Joseph first reported a position in Wellesley Bancorp, Inc. in Q2 2013 and has held it in 7 quarters since.
  • Stilwell Joseph's Wellesley Bancorp, Inc. position peaked at $1.47M in Q4 2013.
  • 11 funds tracked by Wall St. Rank held Wellesley Bancorp, Inc. as of Q4 2014.

Based on Stilwell Joseph's 13F filing for Q4 2014, filed 26 Jan 2015.