MGIA
EBSB

Moneta Group Investment Advisors’s Meridian Bancorp, Inc. EBSB Stock Holding History

Moneta Group Investment Advisors’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
2015
Q4 		– Sell
-2,890
Closed -$40K – 460
2015
Q3 		$40K Buy
+2,890
New +$37.7K 0.01% 256

Other funds holding EBSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 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 18.14% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Moneta Group Investment Advisors's EBSB Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Meridian Bancorp, Inc. (EBSB) in Q4 2015, closing a stake of 2,890 shares — an estimated $40K sold.

Moneta Group Investment Advisors first reported a position in EBSB in Q3 2015 and held it in 1 quarter. The position peaked at $40K in Q3 2015. 112 funds tracked by Wall St. Rank hold EBSB as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Meridian Bancorp, Inc. position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,890 Meridian Bancorp, Inc. shares in Q4 2015, an estimated $40K.
  • Moneta Group Investment Advisors first reported a position in Meridian Bancorp, Inc. in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Meridian Bancorp, Inc. position peaked at $40K in Q3 2015.
  • 112 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.