UBS Group’s Bank Mutual Corp BKMU Stock Holding History

UBS Group’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	-3,049	Closed	-$32K	–	8537
2017 Q4	$32K	Sell	3,049 -8,652	-74%	-$90.5K	﹤0.01%	6192
2017 Q3	$118K	Buy	11,701 +11,660	+28,439%	+$110K	﹤0.01%	5217
2017 Q2	$0	Sell	41 -2,212	-98%	-$20.5K	﹤0.01%	8276
2017 Q1	$21K	Sell	2,253 -5,670	-72%	-$54.7K	﹤0.01%	6122
2016 Q4	$74K	Buy	7,923 +7,615	+2,472%	+$64.6K	﹤0.01%	5525
2016 Q3	$2K	Buy	308 +257	+504%	+$1.98K	﹤0.01%	7463
2016 Q2	$0	Sell	51 -536	-91%	-$4.2K	﹤0.01%	8182
2016 Q1	$5K	Sell	587 -4,978	-89%	-$37.4K	﹤0.01%	7039
2015 Q4	$43K	Buy	5,565 +5,262	+1,737%	+$39.6K	﹤0.01%	5956
2015 Q3	$2K	Buy	303 +19	+7%	+$139	﹤0.01%	8139
2015 Q2	$2K	Buy	+284	New	+$2.07K	﹤0.01%	8249
2015 Q1	–	Sell	-3,172	Closed	-$22K	–	9783
2014 Q4	$22K	Buy	+3,172	New	+$20.6K	﹤0.01%	7552

Other funds holding BKMU

SWM

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

UBS Group's BKMU Position: Q1 2018 in Review

UBS Group sold out of Bank Mutual Corp (BKMU) in Q1 2018, closing a stake of 3,049 shares — an estimated $32K sold.

UBS Group first reported a position in BKMU in Q4 2014 and held it in 12 quarters. The position peaked at $118K in Q3 2017. 1 fund tracked by Wall St. Rank holds BKMU as of Q1 2018.

UBS Group reported no remaining Bank Mutual Corp position as of Q1 2018 after selling out during the quarter.
UBS Group sold 3,049 Bank Mutual Corp shares in Q1 2018, an estimated $32K.
UBS Group first reported a position in Bank Mutual Corp in Q4 2014 and held it in 12 quarters.
UBS Group's Bank Mutual Corp position peaked at $118K in Q3 2017.
1 fund tracked by Wall St. Rank held Bank Mutual Corp as of Q1 2018.

Based on UBS Group's 13F filing for Q1 2018, filed 15 May 2018.