WCM
BKMU

Windsor Capital Management’s Bank Mutual Corp BKMU Stock Holding History

Windsor Capital Management’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
2013
Q4 		– Sell
-849
Closed -$5K – 424
2013
Q3 		$5K Hold
849
– – ﹤0.01% 384
2013
Q2 		$5K Buy
+849
New +$4.63K ﹤0.01% 359

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DRZID
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Ameriprise
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TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
BCM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
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Windsor Capital Management's BKMU Position: Q4 2013 in Review

Windsor Capital Management sold out of Bank Mutual Corp (BKMU) in Q4 2013, closing a stake of 849 shares — an estimated $5K sold.

Windsor Capital Management first reported a position in BKMU in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 95 funds tracked by Wall St. Rank hold BKMU as of Q4 2013.

  • Windsor Capital Management reported no remaining Bank Mutual Corp position as of Q4 2013 after selling out during the quarter.
  • Windsor Capital Management sold 849 Bank Mutual Corp shares in Q4 2013, an estimated $5K.
  • Windsor Capital Management first reported a position in Bank Mutual Corp in Q2 2013 and held it in 2 quarters.
  • Windsor Capital Management's Bank Mutual Corp position peaked at $5K in Q3 2013.
  • 95 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q4 2013.

Based on Windsor Capital Management's 13F filing for Q4 2013, filed 10 Jan 2014.