Emerald Mutual Fund Advisers Trust’s Meridian MRBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,738	Closed	-$14K	–	290
2020 Q3	$14K	Sell	1,738 -420	-19%	-$3.14K	﹤0.01%	310
2020 Q2	$17K	Buy	+2,158	New	+$16.4K	﹤0.01%	308
2018 Q2	–	Sell	-270,000	Closed	-$2.31M	–	252
2018 Q1	$2.31M	Hold	270,000	–	–	0.09%	191
2017 Q4	$2.7M	Buy	+270,000	New	+$2.54M	0.11%	186

Other funds holding MRBK

BFC

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

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

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

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

MWP

Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's MRBK Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Meridian (MRBK) in Q4 2020, closing a stake of 1,738 shares — an estimated $14K sold.

Emerald Mutual Fund Advisers Trust first reported a position in MRBK in Q4 2017 and held it in 4 quarters. The position peaked at $2.7M in Q4 2017. 48 funds tracked by Wall St. Rank hold MRBK as of Q4 2020.

Emerald Mutual Fund Advisers Trust reported no remaining Meridian position as of Q4 2020 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 1,738 Meridian shares in Q4 2020, an estimated $14K.
Emerald Mutual Fund Advisers Trust first reported a position in Meridian in Q4 2017 and held it in 4 quarters.
Emerald Mutual Fund Advisers Trust's Meridian position peaked at $2.7M in Q4 2017.
48 funds tracked by Wall St. Rank held Meridian as of Q4 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2020, filed 29 Jan 2021.