MI
EBSB

M3F Inc’s Meridian Bancorp, Inc. EBSB Stock Holding History

M3F Inc’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
2013
Q4 		$10.9M Sell
1,180,389
-372,789
-24% -$3.42M 14.15% 1
2013
Q3 		$13.8M Sell
1,553,178
-41,366
-3% -$340K 10.83% 1
2013
Q2 		$12.3M Buy
+1,594,544
New +$11.8M 7.78% 2

Other funds holding EBSB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

M3F Inc's EBSB Position: Q4 2013 in Review

M3F Inc reduced its Meridian Bancorp, Inc. (EBSB) stake by 24% in Q4 2013, selling an estimated $3.42M and leaving 1,180,389 shares worth $10.9M. The position accounts for 14.15% of the portfolio, ranked #1.

M3F Inc first reported a position in EBSB in Q2 2013 and has held it in 3 quarters since. The position peaked at $13.8M in Q3 2013. 55 funds tracked by Wall St. Rank hold EBSB as of Q4 2013.

  • M3F Inc held 1,180,389 shares of Meridian Bancorp, Inc. worth $10.9M as of Q4 2013.
  • M3F Inc sold 372,789 Meridian Bancorp, Inc. shares in Q4 2013, an estimated $3.42M.
  • Meridian Bancorp, Inc. made up 14.15% of M3F Inc's portfolio in Q4 2013, its #1 holding.
  • M3F Inc first reported a position in Meridian Bancorp, Inc. in Q2 2013 and has held it in 3 quarters since.
  • M3F Inc's Meridian Bancorp, Inc. position peaked at $13.8M in Q3 2013.
  • 55 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2013.

Based on M3F Inc's 13F filing for Q4 2013, filed 14 Feb 2014.