Emerald Mutual Fund Advisers Trust’s Meridian Bancorp, Inc. EBSB Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2018 Q1	–	Sell	-45,870	Closed	-$945K	–	266
2017 Q4	$945K	Hold	45,870	–	–	0.04%	223
2017 Q3	$855K	Hold	45,870	–	–	0.04%	231
2017 Q2	$775K	Hold	45,870	–	–	0.03%	227
2017 Q1	$839K	Hold	45,870	–	–	0.04%	221
2016 Q4	$867K	Hold	45,870	–	–	0.04%	213
2016 Q3	$714K	Hold	45,870	–	–	0.04%	212
2016 Q2	$678K	Hold	45,870	–	–	0.04%	203
2016 Q1	$639K	Hold	45,870	–	–	0.04%	191
2015 Q4	$647K	Hold	45,870	–	–	0.03%	205
2015 Q3	$627K	Hold	45,870	–	–	0.04%	210
2015 Q2	$615K	Hold	45,870	–	–	0.05%	198
2015 Q1	$594K	Hold	45,870	–	–	0.05%	189
2014 Q4	$515K	Hold	45,870	–	–	0.04%	184
2014 Q3	$484K	Sell	45,870 -4,992	-10%	-$53.3K	0.05%	189
2014 Q2	$534K	Hold	50,862	–	–	0.05%	187
2014 Q1	$531K	Sell	50,862 -50,862	-50%	-$508K	0.05%	185
2013 Q4	$952K	Buy	101,724 +50,862	+100%	+$466K	0.06%	177
2013 Q3	$453K	Buy	+50,862	New	+$418K	0.06%	169

Other funds holding EBSB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

IAM

Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 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

Emerald Mutual Fund Advisers Trust's EBSB Position: Q1 2018 in Review

Emerald Mutual Fund Advisers Trust sold out of Meridian Bancorp, Inc. (EBSB) in Q1 2018, closing a stake of 45,870 shares — an estimated $945K sold.

Emerald Mutual Fund Advisers Trust first reported a position in EBSB in Q3 2013 and held it in 18 quarters. The position peaked at $952K in Q4 2013. 135 funds tracked by Wall St. Rank hold EBSB as of Q1 2018.

Emerald Mutual Fund Advisers Trust reported no remaining Meridian Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 45,870 Meridian Bancorp, Inc. shares in Q1 2018, an estimated $945K.
Emerald Mutual Fund Advisers Trust first reported a position in Meridian Bancorp, Inc. in Q3 2013 and held it in 18 quarters.
Emerald Mutual Fund Advisers Trust's Meridian Bancorp, Inc. position peaked at $952K in Q4 2013.
135 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q1 2018.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2018, filed 26 Apr 2018.