FormulaFolio Investments’s Mercantile Bank Corp MBWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-7,628
Closed -$205K 200
2016
Q3
$205K Buy
+7,628
New +$198K 0.03% 137

Other funds holding MBWM

FormulaFolio Investments's MBWM Position: Q4 2016 in Review

FormulaFolio Investments sold out of Mercantile Bank Corp (MBWM) in Q4 2016, closing a stake of 7,628 shares — an estimated $205K sold.

FormulaFolio Investments first reported a position in MBWM in Q3 2016 and held it in 1 quarter. The position peaked at $205K in Q3 2016. 91 funds tracked by Wall St. Rank hold MBWM as of Q4 2016.

  • FormulaFolio Investments reported no remaining Mercantile Bank Corp position as of Q4 2016 after selling out during the quarter.
  • FormulaFolio Investments sold 7,628 Mercantile Bank Corp shares in Q4 2016, an estimated $205K.
  • FormulaFolio Investments first reported a position in Mercantile Bank Corp in Q3 2016 and held it in 1 quarter.
  • FormulaFolio Investments's Mercantile Bank Corp position peaked at $205K in Q3 2016.
  • 91 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q4 2016.

Based on FormulaFolio Investments's 13F filing for Q4 2016, filed 10 Feb 2017.