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Aperio Group’s Mercantile Bank Corp MBWM Stock Holding History

Aperio Group’s Portfolio MBWM Stock Details MBWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-16,170
Closed -$365K – 2388
2020
Q2 		$365K Buy
16,170
+1,784
+12% +$39.3K ﹤0.01% 1934
2020
Q1 		$305K Buy
14,386
+5,606
+64% +$169K ﹤0.01% 1893
2019
Q4 		$320K Sell
8,780
-298
-3% -$10.5K ﹤0.01% 2036
2019
Q3 		$298K Buy
9,078
+4,610
+103% +$148K ﹤0.01% 2022
2019
Q2 		$146K Buy
+4,468
New +$146K ﹤0.01% 2284

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BFC
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TCM
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State Street
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NSAM
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's MBWM Position: Q3 2020 in Review

Aperio Group sold out of Mercantile Bank Corp (MBWM) in Q3 2020, closing a stake of 16,170 shares — an estimated $365K sold.

Aperio Group first reported a position in MBWM in Q2 2019 and held it in 5 quarters. The position peaked at $365K in Q2 2020. 95 funds tracked by Wall St. Rank hold MBWM as of Q3 2020.

  • Aperio Group reported no remaining Mercantile Bank Corp position as of Q3 2020 after selling out during the quarter.
  • Aperio Group sold 16,170 Mercantile Bank Corp shares in Q3 2020, an estimated $365K.
  • Aperio Group first reported a position in Mercantile Bank Corp in Q2 2019 and held it in 5 quarters.
  • Aperio Group's Mercantile Bank Corp position peaked at $365K in Q2 2020.
  • 95 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2020.

Based on Aperio Group's 13F filing for Q3 2020, filed 6 Nov 2020.