SWM
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SVA Wealth Management’s Waterstone Financial WSBF Stock Holding History

SVA Wealth Management’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
Q2 		– Sell
-10,918
Closed -$149K – 208
2016
Q1 		$149K Hold
10,918
– – 0.02% 195
2015
Q4 		$154K Hold
10,918
– – 0.03% 205
2015
Q3 		$147K Buy
+10,918
New +$143K 0.03% 198
2015
Q1 		– Sell
-10,718
Closed -$141K – 214
2014
Q4 		$141K Buy
+10,718
New +$131K 0.05% 179

Other funds holding WSBF

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
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
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
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

SVA Wealth Management's WSBF Position: Q2 2016 in Review

SVA Wealth Management sold out of Waterstone Financial (WSBF) in Q2 2016, closing a stake of 10,918 shares — an estimated $149K sold.

SVA Wealth Management first reported a position in WSBF in Q4 2014 and held it in 4 quarters. The position peaked at $154K in Q4 2015. 96 funds tracked by Wall St. Rank hold WSBF as of Q2 2016.

  • SVA Wealth Management reported no remaining Waterstone Financial position as of Q2 2016 after selling out during the quarter.
  • SVA Wealth Management sold 10,918 Waterstone Financial shares in Q2 2016, an estimated $149K.
  • SVA Wealth Management first reported a position in Waterstone Financial in Q4 2014 and held it in 4 quarters.
  • SVA Wealth Management's Waterstone Financial position peaked at $154K in Q4 2015.
  • 96 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2016.

Based on SVA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.