Capstone Investment Advisors
EBSB

Capstone Investment Advisors’s Meridian Bancorp, Inc. EBSB Stock Holding History

Capstone Investment 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
2017
Q3 		– Sell
-10,000
Closed -$169K – 797
2017
Q2 		$169K Buy
+10,000
New +$173K ﹤0.01% 573

Other funds holding EBSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Capstone Investment Advisors's EBSB Position: Q3 2017 in Review

Capstone Investment Advisors sold out of Meridian Bancorp, Inc. (EBSB) in Q3 2017, closing a stake of 10,000 shares — an estimated $169K sold.

Capstone Investment Advisors first reported a position in EBSB in Q2 2017 and held it in 1 quarter. The position peaked at $169K in Q2 2017. 134 funds tracked by Wall St. Rank hold EBSB as of Q3 2017.

  • Capstone Investment Advisors reported no remaining Meridian Bancorp, Inc. position as of Q3 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,000 Meridian Bancorp, Inc. shares in Q3 2017, an estimated $169K.
  • Capstone Investment Advisors first reported a position in Meridian Bancorp, Inc. in Q2 2017 and held it in 1 quarter.
  • Capstone Investment Advisors's Meridian Bancorp, Inc. position peaked at $169K in Q2 2017.
  • 134 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q3 2017.

Based on Capstone Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.