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Crescent Grove Advisors’s Merchants Bancorp MBIN Stock Holding History

Crescent Grove Advisors’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
2019
Q4 		– Sell
-15,000
Closed -$165K – 165
2019
Q3 		$165K Hold
15,000
– – 0.03% 149
2019
Q2 		$171K Buy
+15,000
New +$206K 0.03% 151

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BFC
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BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Crescent Grove Advisors's MBIN Position: Q4 2019 in Review

Crescent Grove Advisors sold out of Merchants Bancorp (MBIN) in Q4 2019, closing a stake of 15,000 shares — an estimated $165K sold.

Crescent Grove Advisors first reported a position in MBIN in Q2 2019 and held it in 2 quarters. The position peaked at $171K in Q2 2019. 74 funds tracked by Wall St. Rank hold MBIN as of Q4 2019.

  • Crescent Grove Advisors reported no remaining Merchants Bancorp position as of Q4 2019 after selling out during the quarter.
  • Crescent Grove Advisors sold 15,000 Merchants Bancorp shares in Q4 2019, an estimated $165K.
  • Crescent Grove Advisors first reported a position in Merchants Bancorp in Q2 2019 and held it in 2 quarters.
  • Crescent Grove Advisors's Merchants Bancorp position peaked at $171K in Q2 2019.
  • 74 funds tracked by Wall St. Rank held Merchants Bancorp as of Q4 2019.

Based on Crescent Grove Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.