STA
BKMU

Summit Trail Advisors’s Bank Mutual Corp BKMU Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-313
Closed -$3K – 2118
2017
Q4 		$3K Buy
+313
New +$3.27K ﹤0.01% 1597

Other funds holding BKMU

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Summit Trail Advisors's BKMU Position: Q1 2018 in Review

Summit Trail Advisors sold out of Bank Mutual Corp (BKMU) in Q1 2018, closing a stake of 313 shares — an estimated $3K sold.

Summit Trail Advisors first reported a position in BKMU in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 1 fund tracked by Wall St. Rank holds BKMU as of Q1 2018.

  • Summit Trail Advisors reported no remaining Bank Mutual Corp position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 313 Bank Mutual Corp shares in Q1 2018, an estimated $3K.
  • Summit Trail Advisors first reported a position in Bank Mutual Corp in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Bank Mutual Corp position peaked at $3K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Bank Mutual Corp as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.