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Vantage Investment Advisors’s Waterstone Financial WSBF Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$34K Hold
2,000
– – 0.01% 347
2018
Q2 		$34K Hold
2,000
– – 0.01% 329
2018
Q1 		$35K Hold
2,000
– – 0.01% 334
2017
Q4 		$34K Hold
2,000
– – 0.01% 360
2017
Q3 		$39K Hold
2,000
– – 0.01% 313
2017
Q2 		$38K Hold
2,000
– – 0.01% 308
2017
Q1 		$37K Hold
2,000
– – 0.01% 294
2016
Q4 		$37K Buy
+2,000
New +$35.3K 0.02% 299

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vantage Investment Advisors's WSBF Position: Q3 2018 in Review

Vantage Investment Advisors held its Waterstone Financial (WSBF) position steady in Q3 2018 at 2,000 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #347.

Vantage Investment Advisors first reported a position in WSBF in Q4 2016 and has held it in 8 quarters since. The position peaked at $39K in Q3 2017. 96 funds tracked by Wall St. Rank hold WSBF as of Q3 2018.

  • Vantage Investment Advisors held 2,000 shares of Waterstone Financial worth $34K as of Q3 2018.
  • Vantage Investment Advisors left its Waterstone Financial share count unchanged in Q3 2018.
  • Waterstone Financial made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #347 holding.
  • Vantage Investment Advisors first reported a position in Waterstone Financial in Q4 2016 and has held it in 8 quarters since.
  • Vantage Investment Advisors's Waterstone Financial position peaked at $39K in Q3 2017.
  • 96 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.