Emerald Mutual Fund Advisers Trust’s Amalgamated Financial AMAL Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio AMAL Stock Details AMAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,358	Closed	-$30K	–	318
2020 Q2	$30K	Buy	+2,358	New	+$25K	﹤0.01%	282
2020 Q1	–	Sell	-22,535	Closed	-$438K	–	226
2019 Q4	$438K	Sell	22,535 -401	-2%	-$7.39K	0.02%	201
2019 Q3	$367K	Sell	22,936 -142,148	-86%	-$2.32M	0.02%	198
2019 Q2	$2.88M	Sell	165,084 -67,541	-29%	-$1.13M	0.11%	166
2019 Q1	$3.64M	Sell	232,625 -426	-0.2%	-$7.66K	0.15%	161
2018 Q4	$4.54M	Buy	+233,051	New	+$4.57M	0.21%	144

Other funds holding AMAL

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

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

WLRC

W.L. Ross & Co Dallas, Texas $40.2M AUM 14.46% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TAM

Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's AMAL Position: Q3 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Amalgamated Financial (AMAL) in Q3 2020, closing a stake of 2,358 shares — an estimated $30K sold.

Emerald Mutual Fund Advisers Trust first reported a position in AMAL in Q4 2018 and held it in 6 quarters. The position peaked at $4.54M in Q4 2018. 86 funds tracked by Wall St. Rank hold AMAL as of Q3 2020.

Emerald Mutual Fund Advisers Trust reported no remaining Amalgamated Financial position as of Q3 2020 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 2,358 Amalgamated Financial shares in Q3 2020, an estimated $30K.
Emerald Mutual Fund Advisers Trust first reported a position in Amalgamated Financial in Q4 2018 and held it in 6 quarters.
Emerald Mutual Fund Advisers Trust's Amalgamated Financial position peaked at $4.54M in Q4 2018.
86 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2020, filed 28 Oct 2020.