BCA
EBSB

Berman Capital Advisors’s Meridian Bancorp, Inc. EBSB Stock Holding History

Berman Capital Advisors’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
2020
Q1 		– Sell
-304
Closed -$6K – 1755
2019
Q4 		$6K Buy
304
+1
+0.3% +$20 ﹤0.01% 950
2019
Q3 		$5K Buy
+303
New +$5.52K ﹤0.01% 978

Other funds holding EBSB

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Dimensional Fund Advisors
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's EBSB Position: Q1 2020 in Review

Berman Capital Advisors sold out of Meridian Bancorp, Inc. (EBSB) in Q1 2020, closing a stake of 304 shares — an estimated $6K sold.

Berman Capital Advisors first reported a position in EBSB in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 129 funds tracked by Wall St. Rank hold EBSB as of Q1 2020.

  • Berman Capital Advisors reported no remaining Meridian Bancorp, Inc. position as of Q1 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 304 Meridian Bancorp, Inc. shares in Q1 2020, an estimated $6K.
  • Berman Capital Advisors first reported a position in Meridian Bancorp, Inc. in Q3 2019 and held it in 2 quarters.
  • Berman Capital Advisors's Meridian Bancorp, Inc. position peaked at $6K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.