PMFA
EBSB

Plante Moran Financial Advisors’s Meridian Bancorp, Inc. EBSB Stock Holding History

Plante Moran Financial 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
2016
Q4 		– Sell
-1,391
Closed -$22K – 1058
2016
Q3 		$22K Buy
+1,391
New +$21.3K 0.01% 481

Other funds holding EBSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Plante Moran Financial Advisors's EBSB Position: Q4 2016 in Review

Plante Moran Financial Advisors sold out of Meridian Bancorp, Inc. (EBSB) in Q4 2016, closing a stake of 1,391 shares — an estimated $22K sold.

Plante Moran Financial Advisors first reported a position in EBSB in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 113 funds tracked by Wall St. Rank hold EBSB as of Q4 2016.

  • Plante Moran Financial Advisors reported no remaining Meridian Bancorp, Inc. position as of Q4 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,391 Meridian Bancorp, Inc. shares in Q4 2016, an estimated $22K.
  • Plante Moran Financial Advisors first reported a position in Meridian Bancorp, Inc. in Q3 2016 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Meridian Bancorp, Inc. position peaked at $22K in Q3 2016.
  • 113 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2016, filed 27 Jan 2017.