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Independent Portfolio Consultants’s Mercantile Bank Corp MBWM Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$469K Sell
14,906
-1,419
-9% -$46.3K 0.19% 178
2017
Q1 		$562K Buy
+16,325
New +$550K 0.19% 184

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Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
State Street
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TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Portfolio Consultants's MBWM Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Mercantile Bank Corp (MBWM) stake by 8.7% in Q2 2017, selling an estimated $46.3K and leaving 14,906 shares worth $469K. The position accounts for 0.19% of the portfolio, ranked #178.

Independent Portfolio Consultants first reported a position in MBWM in Q1 2017 and has held it in 2 quarters since. The position peaked at $562K in Q1 2017. 89 funds tracked by Wall St. Rank hold MBWM as of Q2 2017.

  • Independent Portfolio Consultants held 14,906 shares of Mercantile Bank Corp worth $469K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,419 Mercantile Bank Corp shares in Q2 2017, an estimated $46.3K.
  • Mercantile Bank Corp made up 0.19% of Independent Portfolio Consultants's portfolio in Q2 2017, its #178 holding.
  • Independent Portfolio Consultants first reported a position in Mercantile Bank Corp in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's Mercantile Bank Corp position peaked at $562K in Q1 2017.
  • 89 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.