Next Financial Group’s Meridian MRBK Stock Holding History

Next Financial Group’s Portfolio MRBK Stock Details MRBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-244	Closed	-$2K	–	1388
2020 Q1	$2K	Buy	+244	New	+$2.25K	﹤0.01%	1938

Other funds holding MRBK

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

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

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Next Financial Group's MRBK Position: Q2 2020 in Review

Next Financial Group sold out of Meridian (MRBK) in Q2 2020, closing a stake of 244 shares — an estimated $2K sold.

Next Financial Group first reported a position in MRBK in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 44 funds tracked by Wall St. Rank hold MRBK as of Q2 2020.

Next Financial Group reported no remaining Meridian position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 244 Meridian shares in Q2 2020, an estimated $2K.
Next Financial Group first reported a position in Meridian in Q1 2020 and held it in 1 quarter.
Next Financial Group's Meridian position peaked at $2K in Q1 2020.
44 funds tracked by Wall St. Rank held Meridian as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.