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Financial Counselors Inc’s Mercantile Bank Corp MBWM Stock Holding History

Financial Counselors Inc’s Portfolio MBWM Stock Details MBWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,328
Closed -$377K – 507
2023
Q1 		$377K Hold
12,328
– – 0.01% 400
2022
Q4 		$413K Hold
12,328
– – 0.01% 383
2022
Q3 		$366K Hold
12,328
– – 0.01% 386
2022
Q2 		$394K Hold
12,328
– – 0.01% 383
2022
Q1 		$437K Buy
+12,328
New +$461K 0.01% 378

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BFC
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NSAM
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TCM
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Geode Capital Management
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SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Financial Counselors Inc's MBWM Position: Q2 2023 in Review

Financial Counselors Inc sold out of Mercantile Bank Corp (MBWM) in Q2 2023, closing a stake of 12,328 shares — an estimated $377K sold.

Financial Counselors Inc first reported a position in MBWM in Q1 2022 and held it in 5 quarters. The position peaked at $437K in Q1 2022. 117 funds tracked by Wall St. Rank hold MBWM as of Q2 2023.

  • Financial Counselors Inc reported no remaining Mercantile Bank Corp position as of Q2 2023 after selling out during the quarter.
  • Financial Counselors Inc sold 12,328 Mercantile Bank Corp shares in Q2 2023, an estimated $377K.
  • Financial Counselors Inc first reported a position in Mercantile Bank Corp in Q1 2022 and held it in 5 quarters.
  • Financial Counselors Inc's Mercantile Bank Corp position peaked at $437K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2023.

Based on Financial Counselors Inc's 13F filing for Q2 2023, filed 27 Jul 2023.