SJ
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Stilwell Joseph’s Waterstone Financial WSBF Stock Holding History

Stilwell Joseph’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
2014
Q4 		$3.4M Hold
258,149
– – 1.95% 19
2014
Q3 		$2.98M Hold
258,149
– – 1.93% 20
2014
Q2 		$2.94M Sell
258,149
-150,000
-37% -$1.61M 1.78% 22
2014
Q1 		$4.24M Buy
408,149
+45,308
+12% +$474K 2.64% 16
2013
Q4 		$3.66M Hold
362,841
– – 2.21% 19
2013
Q3 		$3.36M Hold
362,841
– – 1.96% 20
2013
Q2 		$3.36M Buy
+362,841
New +$2.8M 1.93% 20

Other funds holding WSBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

Stilwell Joseph's WSBF Position: Q4 2014 in Review

Stilwell Joseph held its Waterstone Financial (WSBF) position steady in Q4 2014 at 258,149 shares worth $3.4M. The position accounts for 1.95% of the portfolio, ranked #19.

Stilwell Joseph first reported a position in WSBF in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.24M in Q1 2014. 79 funds tracked by Wall St. Rank hold WSBF as of Q4 2014.

  • Stilwell Joseph held 258,149 shares of Waterstone Financial worth $3.4M as of Q4 2014.
  • Stilwell Joseph left its Waterstone Financial share count unchanged in Q4 2014.
  • Waterstone Financial made up 1.95% of Stilwell Joseph's portfolio in Q4 2014, its #19 holding.
  • Stilwell Joseph first reported a position in Waterstone Financial in Q2 2013 and has held it in 7 quarters since.
  • Stilwell Joseph's Waterstone Financial position peaked at $4.24M in Q1 2014.
  • 79 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2014.

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