PWPS
EBSB

Pinnacle Wealth Planning Services’s Meridian Bancorp, Inc. EBSB Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-3,247
Closed -$48K – 2243
2020
Q4 		$48K Buy
+3,247
New +$43.2K 0.01% 823

Other funds holding EBSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's EBSB Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Meridian Bancorp, Inc. (EBSB) in Q1 2021, closing a stake of 3,247 shares — an estimated $48K sold.

Pinnacle Wealth Planning Services first reported a position in EBSB in Q4 2020 and held it in 1 quarter. The position peaked at $48K in Q4 2020. 139 funds tracked by Wall St. Rank hold EBSB as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Meridian Bancorp, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,247 Meridian Bancorp, Inc. shares in Q1 2021, an estimated $48K.
  • Pinnacle Wealth Planning Services first reported a position in Meridian Bancorp, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Meridian Bancorp, Inc. position peaked at $48K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.