BFIM
MELR

Beese Fulmer Investment Management’s Melrose Bancorp, Inc. MELR Stock Holding History

Beese Fulmer Investment Management’s Portfolio MELR Stock Details MELR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-12,100
Closed -$214K – 216
2019
Q3 		$214K Buy
+12,100
New +$216K 0.03% 190

Other funds holding MELR

SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return

Beese Fulmer Investment Management's MELR Position: Q4 2019 in Review

Beese Fulmer Investment Management sold out of Melrose Bancorp, Inc. (MELR) in Q4 2019, closing a stake of 12,100 shares — an estimated $214K sold.

Beese Fulmer Investment Management first reported a position in MELR in Q3 2019 and held it in 1 quarter. The position peaked at $214K in Q3 2019. 2 funds tracked by Wall St. Rank hold MELR as of Q4 2019.

  • Beese Fulmer Investment Management reported no remaining Melrose Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 12,100 Melrose Bancorp, Inc. shares in Q4 2019, an estimated $214K.
  • Beese Fulmer Investment Management first reported a position in Melrose Bancorp, Inc. in Q3 2019 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Melrose Bancorp, Inc. position peaked at $214K in Q3 2019.
  • 2 funds tracked by Wall St. Rank held Melrose Bancorp, Inc. as of Q4 2019.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2019, filed 5 Feb 2020.