Advisory Research’s Meridian Bancorp, Inc. EBSB Stock Holding History

Advisory Research’s Portfolio EBSB Stock Details EBSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-59,261	Closed	-$622K	–	342
2014 Q2	$622K	Sell	59,261 -98,640	-62%	-$1.01M	0.01%	280
2014 Q1	$1.65M	Sell	157,901 -67,320	-30%	-$673K	0.02%	197
2013 Q4	$2.08M	Sell	225,221 -119,426	-35%	-$1.1M	0.02%	195
2013 Q3	$3.07M	Hold	344,647	–	–	0.03%	180
2013 Q2	$2.65M	Buy	+344,647	New	+$2.56M	0.03%	187

Other funds holding EBSB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HHC

Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return

Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

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

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Advisory Research's EBSB Position: Q3 2014 in Review

Advisory Research sold out of Meridian Bancorp, Inc. (EBSB) in Q3 2014, closing a stake of 59,261 shares — an estimated $622K sold.

Advisory Research first reported a position in EBSB in Q2 2013 and held it in 5 quarters. The position peaked at $3.07M in Q3 2013. 89 funds tracked by Wall St. Rank hold EBSB as of Q3 2014.

Advisory Research reported no remaining Meridian Bancorp, Inc. position as of Q3 2014 after selling out during the quarter.
Advisory Research sold 59,261 Meridian Bancorp, Inc. shares in Q3 2014, an estimated $622K.
Advisory Research first reported a position in Meridian Bancorp, Inc. in Q2 2013 and held it in 5 quarters.
Advisory Research's Meridian Bancorp, Inc. position peaked at $3.07M in Q3 2013.
89 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q3 2014.

Based on Advisory Research's 13F filing for Q3 2014, filed 6 Nov 2014.