Cambridge Investment Research Advisors’s Mid Penn Bancorp MPB Stock Holding History

Cambridge Investment Research Advisors’s Portfolio MPB Stock Details MPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,330	Closed	-$393K	–	3249
2023 Q1	$393K	Hold	15,330	–	–	﹤0.01%	2269
2022 Q4	$459K	Hold	15,330	–	–	﹤0.01%	2081
2022 Q3	$440K	Hold	15,330	–	–	﹤0.01%	2043
2022 Q2	$413K	Buy	15,330 +30	+0.2%	+$799	﹤0.01%	2110
2022 Q1	$410K	Buy	15,300 +381	+3%	+$11.1K	﹤0.01%	2272
2021 Q4	$474K	Buy	14,919 +1,063	+8%	+$31.5K	﹤0.01%	2144
2021 Q3	$382K	Hold	13,856	–	–	﹤0.01%	2258
2021 Q2	$380K	Hold	13,856	–	–	﹤0.01%	2282
2021 Q1	$371K	Hold	13,856	–	–	﹤0.01%	2129
2020 Q4	$303K	Buy	13,856 +150	+1%	+$3.25K	﹤0.01%	2131
2020 Q3	$237K	Buy	+13,706	New	+$261K	﹤0.01%	2115

Other funds holding MPB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Cambridge Investment Research Advisors's MPB Position: Q2 2023 in Review

Cambridge Investment Research Advisors sold out of Mid Penn Bancorp (MPB) in Q2 2023, closing a stake of 15,330 shares — an estimated $393K sold.

Cambridge Investment Research Advisors first reported a position in MPB in Q3 2020 and held it in 11 quarters. The position peaked at $474K in Q4 2021. 85 funds tracked by Wall St. Rank hold MPB as of Q2 2023.

Cambridge Investment Research Advisors reported no remaining Mid Penn Bancorp position as of Q2 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 15,330 Mid Penn Bancorp shares in Q2 2023, an estimated $393K.
Cambridge Investment Research Advisors first reported a position in Mid Penn Bancorp in Q3 2020 and held it in 11 quarters.
Cambridge Investment Research Advisors's Mid Penn Bancorp position peaked at $474K in Q4 2021.
85 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q2 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.