Ladenburg Thalmann Financial Services’s Meridian Bancorp, Inc. EBSB Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$462K	Hold	23,000	–	–	﹤0.01%	1880
2019 Q3	$431K	Hold	23,000	–	–	﹤0.01%	1877
2019 Q2	$411K	Hold	23,000	–	–	﹤0.01%	1905
2019 Q1	$361K	Hold	23,000	–	–	﹤0.01%	1934
2018 Q4	$329K	Buy	23,000 +19,832	+626%	+$312K	﹤0.01%	1846
2018 Q3	$54K	Sell	3,168 -2,332	-42%	-$42.6K	﹤0.01%	3270
2018 Q2	$111K	Hold	5,500	–	–	﹤0.01%	2688
2018 Q1	$111K	Buy	5,500 +1,803	+49%	+$37.1K	﹤0.01%	2688
2017 Q4	$76K	Sell	3,697 -71	-2%	-$1.4K	﹤0.01%	2929
2017 Q3	$70K	Buy	3,768 +288	+8%	+$5.04K	﹤0.01%	2846
2017 Q2	$59K	Sell	3,480 -605	-15%	-$10.4K	﹤0.01%	2917
2017 Q1	$75K	Sell	4,085 -2,767	-40%	-$51.9K	﹤0.01%	2608
2016 Q4	$129K	Buy	6,852 +3,852	+128%	+$65.7K	﹤0.01%	2124
2016 Q3	$47K	Hold	3,000	–	–	﹤0.01%	2826
2016 Q2	$44K	Hold	3,000	–	–	﹤0.01%	2785
2016 Q1	$42K	Hold	3,000	–	–	﹤0.01%	2728
2015 Q4	$42K	Hold	3,000	–	–	﹤0.01%	2693
2015 Q3	$41K	Hold	3,000	–	–	﹤0.01%	2609
2015 Q2	$40K	Buy	+3,000	New	+$39K	﹤0.01%	2751

Other funds holding EBSB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EBSB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Meridian Bancorp, Inc. (EBSB) position steady in Q4 2019 at 23,000 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Ladenburg Thalmann Financial Services first reported a position in EBSB in Q2 2015 and has held it in 19 quarters since. 144 funds tracked by Wall St. Rank hold EBSB as of Q4 2019.

Ladenburg Thalmann Financial Services held 23,000 shares of Meridian Bancorp, Inc. worth $462K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Meridian Bancorp, Inc. share count unchanged in Q4 2019.
Meridian Bancorp, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1880 holding.
Ladenburg Thalmann Financial Services first reported a position in Meridian Bancorp, Inc. in Q2 2015 and has held it in 19 quarters since.
144 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.