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Financial Gravity Asset Management’s Merchants Bancorp MBIN Stock Holding History

Financial Gravity Asset Management’s Portfolio MBIN Stock Details MBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-36
Closed -$20K – 1264
2019
Q4 		$20K Buy
+36
New +$420 0.01% 1014

Other funds holding MBIN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Financial Gravity Asset Management's MBIN Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of Merchants Bancorp (MBIN) in Q1 2020, closing a stake of 36 shares — an estimated $20K sold.

Financial Gravity Asset Management first reported a position in MBIN in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 76 funds tracked by Wall St. Rank hold MBIN as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining Merchants Bancorp position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 36 Merchants Bancorp shares in Q1 2020, an estimated $20K.
  • Financial Gravity Asset Management first reported a position in Merchants Bancorp in Q4 2019 and held it in 1 quarter.
  • Financial Gravity Asset Management's Merchants Bancorp position peaked at $20K in Q4 2019.
  • 76 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.