AWM
MCBC

AE Wealth Management’s Macatawa Bank Corp MCBC Stock Holding History

AE Wealth Management’s Portfolio MCBC Stock Details MCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-111,866
Closed -$1.23M – 2026
2022
Q4 		$1.23M Buy
111,866
+1,769
+2% +$18.8K 0.01% 909
2022
Q3 		$1.02M Buy
+110,097
New +$1.03M 0.01% 932

Other funds holding MCBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's MCBC Position: Q1 2023 in Review

AE Wealth Management sold out of Macatawa Bank Corp (MCBC) in Q1 2023, closing a stake of 111,866 shares — an estimated $1.23M sold.

AE Wealth Management first reported a position in MCBC in Q3 2022 and held it in 2 quarters. The position peaked at $1.23M in Q4 2022. 90 funds tracked by Wall St. Rank hold MCBC as of Q1 2023.

  • AE Wealth Management reported no remaining Macatawa Bank Corp position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 111,866 Macatawa Bank Corp shares in Q1 2023, an estimated $1.23M.
  • AE Wealth Management first reported a position in Macatawa Bank Corp in Q3 2022 and held it in 2 quarters.
  • AE Wealth Management's Macatawa Bank Corp position peaked at $1.23M in Q4 2022.
  • 90 funds tracked by Wall St. Rank held Macatawa Bank Corp as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.