Creative Planning’s Meridian Bancorp, Inc. EBSB Stock Holding History

Creative Planning’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	-1,200	Closed	-$20K	–	4082
2017 Q2	$20K	Hold	1,200	–	–	﹤0.01%	3197
2017 Q1	$22K	Hold	1,200	–	–	﹤0.01%	3074
2016 Q4	$23K	Hold	1,200	–	–	﹤0.01%	2993
2016 Q3	$19K	Hold	1,200	–	–	﹤0.01%	3105
2016 Q2	$18K	Hold	1,200	–	–	﹤0.01%	2891
2016 Q1	$17K	Buy	+1,200	New	+$16.4K	﹤0.01%	2888

Other funds holding EBSB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Creative Planning's EBSB Position: Q3 2017 in Review

Creative Planning sold out of Meridian Bancorp, Inc. (EBSB) in Q3 2017, closing a stake of 1,200 shares — an estimated $20K sold.

Creative Planning first reported a position in EBSB in Q1 2016 and held it in 6 quarters. The position peaked at $23K in Q4 2016. 134 funds tracked by Wall St. Rank hold EBSB as of Q3 2017.

Creative Planning reported no remaining Meridian Bancorp, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,200 Meridian Bancorp, Inc. shares in Q3 2017, an estimated $20K.
Creative Planning first reported a position in Meridian Bancorp, Inc. in Q1 2016 and held it in 6 quarters.
Creative Planning's Meridian Bancorp, Inc. position peaked at $23K in Q4 2016.
134 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.