Stilwell Value’s Waterstone Financial WSBF Stock Holding History

Stilwell Value’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
2016 Q4	–	Sell	-258,149	Closed	-$4.39M	–	42
2016 Q3	$4.39M	Hold	258,149	–	–	2.65%	15
2016 Q2	$3.96M	Hold	258,149	–	–	2.58%	17
2016 Q1	$3.53M	Hold	258,149	–	–	2.4%	16
2015 Q4	$3.64M	Hold	258,149	–	–	2.27%	16
2015 Q3	$3.48M	Hold	258,149	–	–	2.06%	19
2015 Q2	$3.41M	Hold	258,149	–	–	1.98%	19
2015 Q1	$3.31M	Buy	+258,149	New	+$3.33M	1.86%	21

Other funds holding WSBF

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stilwell Value's WSBF Position: Q4 2016 in Review

Stilwell Value sold out of Waterstone Financial (WSBF) in Q4 2016, closing a stake of 258,149 shares — an estimated $4.39M sold.

Stilwell Value first reported a position in WSBF in Q1 2015 and held it in 7 quarters. The position peaked at $4.39M in Q3 2016. 115 funds tracked by Wall St. Rank hold WSBF as of Q4 2016.

Stilwell Value reported no remaining Waterstone Financial position as of Q4 2016 after selling out during the quarter.
Stilwell Value sold 258,149 Waterstone Financial shares in Q4 2016, an estimated $4.39M.
Stilwell Value first reported a position in Waterstone Financial in Q1 2015 and held it in 7 quarters.
Stilwell Value's Waterstone Financial position peaked at $4.39M in Q3 2016.
115 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2016.

Based on Stilwell Value's 13F filing for Q4 2016, filed 19 Jan 2017.