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Affinity Investment Advisors’s Merchants Bancorp MBIN Stock Holding History

Affinity Investment Advisors’s Portfolio MBIN Stock Details MBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-28,691
Closed -$751K – 175
2021
Q2 		$751K Buy
+28,691
New +$795K 0.34% 113

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BCM
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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Affinity Investment Advisors's MBIN Position: Q3 2021 in Review

Affinity Investment Advisors sold out of Merchants Bancorp (MBIN) in Q3 2021, closing a stake of 28,691 shares — an estimated $751K sold.

Affinity Investment Advisors first reported a position in MBIN in Q2 2021 and held it in 1 quarter. The position peaked at $751K in Q2 2021. 102 funds tracked by Wall St. Rank hold MBIN as of Q3 2021.

  • Affinity Investment Advisors reported no remaining Merchants Bancorp position as of Q3 2021 after selling out during the quarter.
  • Affinity Investment Advisors sold 28,691 Merchants Bancorp shares in Q3 2021, an estimated $751K.
  • Affinity Investment Advisors first reported a position in Merchants Bancorp in Q2 2021 and held it in 1 quarter.
  • Affinity Investment Advisors's Merchants Bancorp position peaked at $751K in Q2 2021.
  • 102 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2021.

Based on Affinity Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.