Envestnet Asset Management
EBSB

Envestnet Asset Management’s Meridian Bancorp, Inc. EBSB Stock Holding History

Envestnet Asset Management’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
-198
Closed -$4K – 2995
2017
Q4 		$4K Buy
+198
New +$3.91K ﹤0.01% 2777

Other funds holding EBSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management's EBSB Position: Q1 2018 in Review

Envestnet Asset Management sold out of Meridian Bancorp, Inc. (EBSB) in Q1 2018, closing a stake of 198 shares — an estimated $4K sold.

Envestnet Asset Management first reported a position in EBSB in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 135 funds tracked by Wall St. Rank hold EBSB as of Q1 2018.

  • Envestnet Asset Management reported no remaining Meridian Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 198 Meridian Bancorp, Inc. shares in Q1 2018, an estimated $4K.
  • Envestnet Asset Management first reported a position in Meridian Bancorp, Inc. in Q4 2017 and held it in 1 quarter.
  • Envestnet Asset Management's Meridian Bancorp, Inc. position peaked at $4K in Q4 2017.
  • 135 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q1 2018.

Based on Envestnet Asset Management's 13F filing for Q1 2018, filed 9 May 2018.