GWA
EBSB

Genesis Wealth Advisors’s Meridian Bancorp, Inc. EBSB Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$268K Hold
20,000
– – 0.22% 48
2015
Q1 		$261K Hold
20,000
– – 0.22% 51
2014
Q4 		$248K Buy
+20,000
New +$222K 0.2% 60

Other funds holding EBSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Genesis Wealth Advisors's EBSB Position: Q2 2015 in Review

Genesis Wealth Advisors held its Meridian Bancorp, Inc. (EBSB) position steady in Q2 2015 at 20,000 shares worth $268K. The position accounts for 0.22% of the portfolio, ranked #48.

Genesis Wealth Advisors first reported a position in EBSB in Q4 2014 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold EBSB as of Q2 2015.

  • Genesis Wealth Advisors held 20,000 shares of Meridian Bancorp, Inc. worth $268K as of Q2 2015.
  • Genesis Wealth Advisors left its Meridian Bancorp, Inc. share count unchanged in Q2 2015.
  • Meridian Bancorp, Inc. made up 0.22% of Genesis Wealth Advisors's portfolio in Q2 2015, its #48 holding.
  • Genesis Wealth Advisors first reported a position in Meridian Bancorp, Inc. in Q4 2014 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.