Whittier Trust’s Waterstone Financial WSBF Stock Holding History

Whittier Trust’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
2017 Q2	–	Sell	-3,300	Closed	-$60K	–	1338
2017 Q1	$60K	Buy	+3,300	New	+$60.3K	﹤0.01%	673

Other funds holding WSBF

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whittier Trust's WSBF Position: Q2 2017 in Review

Whittier Trust sold out of Waterstone Financial (WSBF) in Q2 2017, closing a stake of 3,300 shares — an estimated $60K sold.

Whittier Trust first reported a position in WSBF in Q1 2017 and held it in 1 quarter. The position peaked at $60K in Q1 2017. 111 funds tracked by Wall St. Rank hold WSBF as of Q2 2017.

Whittier Trust reported no remaining Waterstone Financial position as of Q2 2017 after selling out during the quarter.
Whittier Trust sold 3,300 Waterstone Financial shares in Q2 2017, an estimated $60K.
Whittier Trust first reported a position in Waterstone Financial in Q1 2017 and held it in 1 quarter.
Whittier Trust's Waterstone Financial position peaked at $60K in Q1 2017.
111 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2017.

Based on Whittier Trust's 13F filing for Q2 2017, filed 20 Jul 2017.