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Measured Wealth Private Client Group’s Merchants Bancorp MBIN Stock Holding History

Measured Wealth Private Client Group’s Portfolio MBIN Stock Details MBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,447
Closed -$299K – 171
2021
Q2 		$299K Buy
11,447
+3,281
+40% +$91K 0.1% 142
2021
Q1 		$228K Buy
+8,166
New +$189K 0.08% 139

Other funds holding MBIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Measured Wealth Private Client Group's MBIN Position: Q3 2021 in Review

Measured Wealth Private Client Group sold out of Merchants Bancorp (MBIN) in Q3 2021, closing a stake of 11,447 shares — an estimated $299K sold.

Measured Wealth Private Client Group first reported a position in MBIN in Q1 2021 and held it in 2 quarters. The position peaked at $299K in Q2 2021. 102 funds tracked by Wall St. Rank hold MBIN as of Q3 2021.

  • Measured Wealth Private Client Group reported no remaining Merchants Bancorp position as of Q3 2021 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 11,447 Merchants Bancorp shares in Q3 2021, an estimated $299K.
  • Measured Wealth Private Client Group first reported a position in Merchants Bancorp in Q1 2021 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Merchants Bancorp position peaked at $299K in Q2 2021.
  • 102 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2021.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2021, filed 1 Nov 2021.