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Carroll Financial Associates’s Merchants Bancorp MBIN Stock Holding History

Carroll Financial Associates’s Portfolio MBIN Stock Details MBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3
Closed – – 1595
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1593
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1611
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1574
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1621
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1629
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1647
2019
Q1 		$0 Buy
+3
New +$41 ﹤0.01% 1431

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Dimensional Fund Advisors
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BFC
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Baird Financial Group
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carroll Financial Associates's MBIN Position: Q4 2020 in Review

Carroll Financial Associates sold out of Merchants Bancorp (MBIN) in Q4 2020, closing a stake of 3 shares.

Carroll Financial Associates first reported a position in MBIN in Q1 2019 and held it in 7 quarters. The position peaked at $0 in Q3 2020. 92 funds tracked by Wall St. Rank hold MBIN as of Q4 2020.

  • Carroll Financial Associates reported no remaining Merchants Bancorp position as of Q4 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 3 Merchants Bancorp shares in Q4 2020.
  • Carroll Financial Associates first reported a position in Merchants Bancorp in Q1 2019 and held it in 7 quarters.
  • Carroll Financial Associates's Merchants Bancorp position peaked at $0 in Q3 2020.
  • 92 funds tracked by Wall St. Rank held Merchants Bancorp as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.