Commonwealth Equity Services’s Mercantile Bank Corp MBWM Stock Holding History

Commonwealth Equity Services’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
2022 Q2	–	Sell	-5,929	Closed	-$210K	–	3747
2022 Q1	$210K	Buy	5,929 +21	+0.4%	+$785	﹤0.01%	3291
2021 Q4	$206K	Buy	+5,908	New	+$206K	﹤0.01%	3282
2021 Q3	–	Sell	-7,179	Closed	-$216K	–	3632
2021 Q2	$216K	Buy	7,179 +59	+0.8%	+$1.88K	﹤0.01%	3207
2021 Q1	$231K	Buy	+7,120	New	+$215K	﹤0.01%	3006

Other funds holding MBWM

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BFC

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

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

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

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

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Commonwealth Equity Services's MBWM Position: Q2 2022 in Review

Commonwealth Equity Services sold out of Mercantile Bank Corp (MBWM) in Q2 2022, closing a stake of 5,929 shares — an estimated $210K sold.

Commonwealth Equity Services first reported a position in MBWM in Q1 2021 and held it in 4 quarters. The position peaked at $231K in Q1 2021. 129 funds tracked by Wall St. Rank hold MBWM as of Q2 2022.

Commonwealth Equity Services reported no remaining Mercantile Bank Corp position as of Q2 2022 after selling out during the quarter.
Commonwealth Equity Services sold 5,929 Mercantile Bank Corp shares in Q2 2022, an estimated $210K.
Commonwealth Equity Services first reported a position in Mercantile Bank Corp in Q1 2021 and held it in 4 quarters.
Commonwealth Equity Services's Mercantile Bank Corp position peaked at $231K in Q1 2021.
129 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2022.

Based on Commonwealth Equity Services's 13F filing for Q2 2022, filed 19 Jul 2022.