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Avantax Planning Partners’s Mercantile Bank Corp MBWM Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-260
Closed -$9K – 953
2018
Q1 		$9K Buy
+260
New +$9.1K ﹤0.01% 1099

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Avantax Planning Partners's MBWM Position: Q2 2018 in Review

Avantax Planning Partners sold out of Mercantile Bank Corp (MBWM) in Q2 2018, closing a stake of 260 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in MBWM in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 105 funds tracked by Wall St. Rank hold MBWM as of Q2 2018.

  • Avantax Planning Partners reported no remaining Mercantile Bank Corp position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 260 Mercantile Bank Corp shares in Q2 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in Mercantile Bank Corp in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Mercantile Bank Corp position peaked at $9K in Q1 2018.
  • 105 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.