AWA
MRLN

Arkadios Wealth Advisors’s Marlin Business Services Corp MRLN Stock Holding History

Arkadios Wealth Advisors’s Portfolio MRLN Stock Details MRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-142
Closed -$1.58K – 1188
2020
Q1 		$1.58K Buy
142
+1
+0.7% +$18 ﹤0.01% 934
2019
Q4 		$2.85K Buy
+141
New +$3.2K ﹤0.01% 777

Other funds holding MRLN

RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Arkadios Wealth Advisors's MRLN Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of Marlin Business Services Corp (MRLN) in Q2 2020, closing a stake of 142 shares — an estimated $1.58K sold.

Arkadios Wealth Advisors first reported a position in MRLN in Q4 2019 and held it in 2 quarters. The position peaked at $2.85K in Q4 2019. 65 funds tracked by Wall St. Rank hold MRLN as of Q2 2020.

  • Arkadios Wealth Advisors reported no remaining Marlin Business Services Corp position as of Q2 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 142 Marlin Business Services Corp shares in Q2 2020, an estimated $1.58K.
  • Arkadios Wealth Advisors first reported a position in Marlin Business Services Corp in Q4 2019 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Marlin Business Services Corp position peaked at $2.85K in Q4 2019.
  • 65 funds tracked by Wall St. Rank held Marlin Business Services Corp as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.