Wellington Management Group
BKMU

Wellington Management Group’s Bank Mutual Corp BKMU Stock Holding History

Wellington Management 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
2017
Q3 		– Sell
-520,917
Closed -$4.77M – 2352
2017
Q2 		$4.77M Buy
520,917
+439,214
+538% +$4.08M ﹤0.01% 1448
2017
Q1 		$768K Buy
+81,703
New +$788K ﹤0.01% 1993
2016
Q3 		– Sell
-620,981
Closed -$4.77M – 2287
2016
Q2 		$4.77M Sell
620,981
-1,576,215
-72% -$12.4M ﹤0.01% 1354
2016
Q1 		$16.6M Hold
2,197,196
– – ﹤0.01% 981
2015
Q4 		$17.1M Sell
2,197,196
-337,582
-13% -$2.54M ﹤0.01% 1012
2015
Q3 		$19.5M Sell
2,534,778
-65,705
-3% -$480K 0.01% 983
2015
Q2 		$19.9M Sell
2,600,483
-660,956
-20% -$4.82M 0.01% 1020
2015
Q1 		$23.9M Hold
3,261,439
– – 0.01% 982
2014
Q4 		$22.4M Buy
3,261,439
+548,058
+20% +$3.55M 0.01% 1014
2014
Q3 		$17.4M Buy
2,713,381
+2,266,309
+507% +$14.2M ﹤0.01% 1073
2014
Q2 		$2.59M Buy
447,072
+11,833
+3% +$71.9K ﹤0.01% 1618
2014
Q1 		$2.76M Hold
435,239
– – ﹤0.01% 1620
2013
Q4 		$3.05M Hold
435,239
– – ﹤0.01% 1605
2013
Q3 		$2.73M Hold
435,239
– – ﹤0.01% 1591
2013
Q2 		$2.46M Buy
+435,239
New +$2.37M ﹤0.01% 1597

Other funds holding BKMU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group's BKMU Position: Q3 2017 in Review

Wellington Management Group sold out of Bank Mutual Corp (BKMU) in Q3 2017, closing a stake of 520,917 shares — an estimated $4.77M sold.

Wellington Management Group first reported a position in BKMU in Q2 2013 and held it in 15 quarters. The position peaked at $23.9M in Q1 2015. 113 funds tracked by Wall St. Rank hold BKMU as of Q3 2017.

  • Wellington Management Group reported no remaining Bank Mutual Corp position as of Q3 2017 after selling out during the quarter.
  • Wellington Management Group sold 520,917 Bank Mutual Corp shares in Q3 2017, an estimated $4.77M.
  • Wellington Management Group first reported a position in Bank Mutual Corp in Q2 2013 and held it in 15 quarters.
  • Wellington Management Group's Bank Mutual Corp position peaked at $23.9M in Q1 2015.
  • 113 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q3 2017.

Based on Wellington Management Group's 13F filing for Q3 2017, filed 13 Nov 2017.