CAAS
EBSB

Capital Asset Advisory Services’s Meridian Bancorp, Inc. EBSB Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-114
Closed -$2K – 1637
2020
Q4 		$2K Buy
+114
New +$1.52K ﹤0.01% 1482

Other funds holding EBSB

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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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Asset Advisory Services's EBSB Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Meridian Bancorp, Inc. (EBSB) in Q1 2021, closing a stake of 114 shares — an estimated $2K sold.

Capital Asset Advisory Services first reported a position in EBSB in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 139 funds tracked by Wall St. Rank hold EBSB as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Meridian Bancorp, Inc. position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 114 Meridian Bancorp, Inc. shares in Q1 2021, an estimated $2K.
  • Capital Asset Advisory Services first reported a position in Meridian Bancorp, Inc. in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Meridian Bancorp, Inc. position peaked at $2K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.