SVA Wealth Management’s Bank Mutual Corp BKMU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-109,460
Closed -$1.11M 236
2018
Q1
$1.11M Hold
109,460
0.14% 112
2017
Q4
$1.17M Hold
109,460
0.14% 113
2017
Q3
$1.11M Buy
109,460
+707
+0.7% +$6.69K 0.14% 112
2017
Q2
$995K Buy
108,753
+1,834
+2% +$17K 0.13% 110
2017
Q1
$1M Sell
106,919
-49,963
-32% -$482K 0.14% 109
2016
Q4
$1.48M Hold
156,882
0.22% 97
2016
Q3
$1.21M Hold
156,882
0.19% 99
2016
Q2
$1.21M Sell
156,882
-37,795
-19% -$296K 0.19% 101
2016
Q1
$1.47M Sell
194,677
-34,958
-15% -$263K 0.24% 92
2015
Q4
$1.79M Buy
+229,635
New +$1.73M 0.31% 85

SVA Wealth Management's BKMU Position: Q2 2018 in Review

SVA Wealth Management sold out of Bank Mutual Corp (BKMU) in Q2 2018, closing a stake of 109,460 shares — an estimated $1.11M sold.

SVA Wealth Management first reported a position in BKMU in Q4 2015 and held it in 10 quarters. The position peaked at $1.79M in Q4 2015. 0 funds tracked by Wall St. Rank hold BKMU as of Q2 2018.

  • SVA Wealth Management reported no remaining Bank Mutual Corp position as of Q2 2018 after selling out during the quarter.
  • SVA Wealth Management sold 109,460 Bank Mutual Corp shares in Q2 2018, an estimated $1.11M.
  • SVA Wealth Management first reported a position in Bank Mutual Corp in Q4 2015 and held it in 10 quarters.
  • SVA Wealth Management's Bank Mutual Corp position peaked at $1.79M in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.