AIM
EBSB

Assured Investment Management’s Meridian Bancorp, Inc. EBSB Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-20,436
Closed -$321K – 1011
2019
Q1 		$321K Sell
20,436
-30,763
-60% -$483K ﹤0.01% 700
2018
Q4 		$733K Sell
51,199
-3,924
-7% -$61.8K 0.02% 538
2018
Q3 		$937K Buy
55,123
+19,234
+54% +$351K 0.02% 588
2018
Q2 		$687K Buy
35,889
+8,600
+32% +$168K 0.01% 710
2018
Q1 		$550K Buy
+27,289
New +$561K 0.01% 737

Other funds holding EBSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Assured Investment Management's EBSB Position: Q2 2019 in Review

Assured Investment Management sold out of Meridian Bancorp, Inc. (EBSB) in Q2 2019, closing a stake of 20,436 shares — an estimated $321K sold.

Assured Investment Management first reported a position in EBSB in Q1 2018 and held it in 5 quarters. The position peaked at $937K in Q3 2018. 124 funds tracked by Wall St. Rank hold EBSB as of Q2 2019.

  • Assured Investment Management reported no remaining Meridian Bancorp, Inc. position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 20,436 Meridian Bancorp, Inc. shares in Q2 2019, an estimated $321K.
  • Assured Investment Management first reported a position in Meridian Bancorp, Inc. in Q1 2018 and held it in 5 quarters.
  • Assured Investment Management's Meridian Bancorp, Inc. position peaked at $937K in Q3 2018.
  • 124 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.