Global Retirement Partners’s Meridian MRBK Stock Holding History

Global Retirement Partners’s Portfolio MRBK Stock Details MRBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,000	Closed	-$48K	–	1684
2020 Q2	$48K	Buy	+6,000	New	+$45.6K	0.01%	654

Other funds holding MRBK

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

MWP

Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

Global Retirement Partners's MRBK Position: Q3 2020 in Review

Global Retirement Partners sold out of Meridian (MRBK) in Q3 2020, closing a stake of 6,000 shares — an estimated $48K sold.

Global Retirement Partners first reported a position in MRBK in Q2 2020 and held it in 1 quarter. The position peaked at $48K in Q2 2020. 44 funds tracked by Wall St. Rank hold MRBK as of Q3 2020.

Global Retirement Partners reported no remaining Meridian position as of Q3 2020 after selling out during the quarter.
Global Retirement Partners sold 6,000 Meridian shares in Q3 2020, an estimated $48K.
Global Retirement Partners first reported a position in Meridian in Q2 2020 and held it in 1 quarter.
Global Retirement Partners's Meridian position peaked at $48K in Q2 2020.
44 funds tracked by Wall St. Rank held Meridian as of Q3 2020.

Based on Global Retirement Partners's 13F filing for Q3 2020, filed 9 Oct 2020.