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Meridian Wealth Management’s Towne Bank TOWN Stock Holding History

Meridian Wealth Management’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,360
Closed -$1.46K – 462
2019
Q2 		$1.46K Buy
+5,360
New +$141K 0.06% 243
2017
Q3 		– Sell
-6,916
Closed -$213K – 182
2017
Q2 		$213K Hold
6,916
– – 0.13% 157
2017
Q1 		$224K Buy
+6,916
New +$224K 0.13% 151

Other funds holding TOWN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RT
Reliance Trust Atlanta, Georgia $27.5M AUM 6.41% 1-Year Est. Return

Meridian Wealth Management's TOWN Position: Q3 2019 in Review

Meridian Wealth Management sold out of Towne Bank (TOWN) in Q3 2019, closing a stake of 5,360 shares — an estimated $1.46K sold.

Meridian Wealth Management first reported a position in TOWN in Q1 2017 and held it in 3 quarters. The position peaked at $224K in Q1 2017. 146 funds tracked by Wall St. Rank hold TOWN as of Q3 2019.

  • Meridian Wealth Management reported no remaining Towne Bank position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 5,360 Towne Bank shares in Q3 2019, an estimated $1.46K.
  • Meridian Wealth Management first reported a position in Towne Bank in Q1 2017 and held it in 3 quarters.
  • Meridian Wealth Management's Towne Bank position peaked at $224K in Q1 2017.
  • 146 funds tracked by Wall St. Rank held Towne Bank as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.