UBS AM’s Bank Mutual Corp BKMU Stock Holding History

UBS AM’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	-18,597	Closed	-$198K	–	2707
2017 Q4	$198K	Hold	18,597	–	–	﹤0.01%	2319
2017 Q3	$189K	Hold	18,597	–	–	﹤0.01%	2280
2017 Q2	$170K	Hold	18,597	–	–	﹤0.01%	2271
2017 Q1	$175K	Hold	18,597	–	–	﹤0.01%	2222
2016 Q4	$176K	Sell	18,597 -9,400	-34%	-$79.7K	﹤0.01%	2155
2016 Q3	$215K	Hold	27,997	–	–	﹤0.01%	2434
2016 Q2	$215K	Hold	27,997	–	–	﹤0.01%	2408
2016 Q1	$212K	Hold	27,997	–	–	﹤0.01%	2411
2015 Q4	$218K	Hold	27,997	–	–	﹤0.01%	2492
2015 Q3	$215K	Hold	27,997	–	–	﹤0.01%	2452
2015 Q2	$215K	Hold	27,997	–	–	﹤0.01%	2554
2015 Q1	$205K	Hold	27,997	–	–	﹤0.01%	2475
2014 Q4	$192K	Hold	27,997	–	–	﹤0.01%	2483
2014 Q3	$179K	Hold	27,997	–	–	﹤0.01%	2414
2014 Q2	$162K	Hold	27,997	–	–	﹤0.01%	2459
2014 Q1	$178K	Buy	27,997 +15,100	+117%	+$101K	﹤0.01%	2448
2013 Q4	$90K	Hold	12,897	–	–	﹤0.01%	2507
2013 Q3	$81K	Hold	12,897	–	–	﹤0.01%	2476
2013 Q2	$73K	Buy	+12,897	New	+$70.3K	﹤0.01%	2430

Other funds holding BKMU

SWM

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

UBS AM's BKMU Position: Q1 2018 in Review

UBS AM sold out of Bank Mutual Corp (BKMU) in Q1 2018, closing a stake of 18,597 shares — an estimated $198K sold.

UBS AM first reported a position in BKMU in Q2 2013 and held it in 19 quarters. The position peaked at $218K in Q4 2015. 1 fund tracked by Wall St. Rank holds BKMU as of Q1 2018.

UBS AM reported no remaining Bank Mutual Corp position as of Q1 2018 after selling out during the quarter.
UBS AM sold 18,597 Bank Mutual Corp shares in Q1 2018, an estimated $198K.
UBS AM first reported a position in Bank Mutual Corp in Q2 2013 and held it in 19 quarters.
UBS AM's Bank Mutual Corp position peaked at $218K in Q4 2015.
1 fund tracked by Wall St. Rank held Bank Mutual Corp as of Q1 2018.

Based on UBS AM's 13F filing for Q1 2018, filed 14 May 2018.