Wealthspire Advisors (Maryland)’s Bank Mutual Corp BKMU Stock Holding History

Wealthspire Advisors (Maryland)’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	-81	Closed	-$1K	–	2747
2017 Q4	$1K	Buy	81 +55	+212%	+$575	﹤0.01%	2415
2017 Q3	$0	Buy	+26	New	+$246	﹤0.01%	2610

Other funds holding BKMU

SWM

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

Wealthspire Advisors (Maryland)'s BKMU Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Bank Mutual Corp (BKMU) in Q1 2018, closing a stake of 81 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in BKMU in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 1 fund tracked by Wall St. Rank holds BKMU as of Q1 2018.

Wealthspire Advisors (Maryland) reported no remaining Bank Mutual Corp position as of Q1 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 81 Bank Mutual Corp shares in Q1 2018, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in Bank Mutual Corp in Q3 2017 and held it in 2 quarters.
Wealthspire Advisors (Maryland)'s Bank Mutual Corp position peaked at $1K in Q4 2017.
1 fund tracked by Wall St. Rank held Bank Mutual Corp as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.