WA
CFBK icon

Winfield Associates’s CF Bankshares CFBK Stock Holding History

Winfield Associates’s Portfolio CFBK Stock Details CFBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-909
Closed -$7K – 303
2015
Q2 		$7K Sell
909
-909
-50% -$6.86K ﹤0.01% 246
2015
Q1 		$14K Hold
1,818
– – 0.01% 218
2014
Q4 		$12K Hold
1,818
– – 0.01% 228
2014
Q3 		$13K Hold
1,818
– – 0.01% 223
2014
Q2 		$14K Hold
1,818
– – 0.01% 233
2014
Q1 		$15K Hold
1,818
– – 0.01% 218
2013
Q4 		$13K Buy
+1,818
New +$13.9K 0.01% 230

Other funds holding CFBK

EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
MHIM
MacNealy Hoover Investment Management Canton, Ohio $124M AUM 4.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AFWA
Ancora Family Wealth Advisors Cleveland, Ohio $293M AUM 15.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Winfield Associates's CFBK Position: Q3 2015 in Review

Winfield Associates sold out of CF Bankshares (CFBK) in Q3 2015, closing a stake of 909 shares — an estimated $7K sold.

Winfield Associates first reported a position in CFBK in Q4 2013 and held it in 7 quarters. The position peaked at $15K in Q1 2014. 15 funds tracked by Wall St. Rank hold CFBK as of Q3 2015.

  • Winfield Associates reported no remaining CF Bankshares position as of Q3 2015 after selling out during the quarter.
  • Winfield Associates sold 909 CF Bankshares shares in Q3 2015, an estimated $7K.
  • Winfield Associates first reported a position in CF Bankshares in Q4 2013 and held it in 7 quarters.
  • Winfield Associates's CF Bankshares position peaked at $15K in Q1 2014.
  • 15 funds tracked by Wall St. Rank held CF Bankshares as of Q3 2015.

Based on Winfield Associates's 13F filing for Q3 2015, filed 6 Nov 2015.