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Berman Capital Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$3K Buy
112
+71
+173% +$2.2K ﹤0.01% 1596
2021
Q2 		$1K Buy
+41
New +$1.31K ﹤0.01% 1768

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Renaissance Technologies
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BFC
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TCM
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State Street
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NSAM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's MBWM Position: Q3 2021 in Review

Berman Capital Advisors increased its Mercantile Bank Corp (MBWM) stake by 173% in Q3 2021, buying an estimated $2.2K and bringing the position to 112 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Berman Capital Advisors first reported a position in MBWM in Q2 2021 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold MBWM as of Q3 2021.

  • Berman Capital Advisors held 112 shares of Mercantile Bank Corp worth $3K as of Q3 2021.
  • Berman Capital Advisors bought 71 Mercantile Bank Corp shares in Q3 2021, an estimated $2.2K.
  • Mercantile Bank Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1596 holding.
  • Berman Capital Advisors first reported a position in Mercantile Bank Corp in Q2 2021 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.