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West Oak Capital’s Broadway Financial BYFC Stock Holding History

West Oak Capital’s Portfolio BYFC Stock Details BYFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-218
Closed -$3.69K – 337
2017
Q2 		$3.69K Sell
218
-138
-39% -$2.11K ﹤0.01% 317
2017
Q1 		$5.15K Buy
356
+231
+185% +$3.01K ﹤0.01% 327
2016
Q4 		$1.64K Buy
+125
New +$1.61K ﹤0.01% 322

Other funds holding BYFC

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Oak Capital's BYFC Position: Q3 2017 in Review

West Oak Capital sold out of Broadway Financial (BYFC) in Q3 2017, closing a stake of 218 shares — an estimated $3.69K sold.

West Oak Capital first reported a position in BYFC in Q4 2016 and held it in 3 quarters. The position peaked at $5.15K in Q1 2017. 6 funds tracked by Wall St. Rank hold BYFC as of Q3 2017.

  • West Oak Capital reported no remaining Broadway Financial position as of Q3 2017 after selling out during the quarter.
  • West Oak Capital sold 218 Broadway Financial shares in Q3 2017, an estimated $3.69K.
  • West Oak Capital first reported a position in Broadway Financial in Q4 2016 and held it in 3 quarters.
  • West Oak Capital's Broadway Financial position peaked at $5.15K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held Broadway Financial as of Q3 2017.

Based on West Oak Capital's 13F filing for Q3 2017, filed 10 Oct 2017.