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Plante Moran Financial Advisors’s Mercantile Bank Corp MBWM Stock Holding History

Plante Moran Financial Advisors’s Portfolio MBWM Stock Details MBWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-167
Closed -$5K – 928
2022
Q3 		$5K Buy
+167
New +$5.57K ﹤0.01% 698
2020
Q4 		– Sell
-1,935
Closed -$35K – 941
2020
Q3 		$35K Hold
1,935
– – 0.01% 383
2020
Q2 		$44K Sell
1,935
-1,130
-37% -$24.9K 0.02% 311
2020
Q1 		$65K Hold
3,065
– – 0.03% 233
2019
Q4 		$112K Sell
3,065
-3,993
-57% -$140K 0.04% 220
2019
Q3 		$231K Buy
7,058
+1,130
+19% +$36.3K 0.07% 141
2019
Q2 		$193K Sell
5,928
-202
-3% -$6.62K 0.06% 152
2019
Q1 		$201K Sell
6,130
-1,000
-14% -$33.2K 0.06% 149
2018
Q4 		$201K Sell
7,130
-1,804
-20% -$55.9K 0.07% 134
2018
Q3 		$298K Sell
8,934
-714
-7% -$25.5K 0.1% 114
2018
Q2 		$357K Hold
9,648
– – 0.18% 94
2018
Q1 		$321K Sell
9,648
-790
-8% -$27.6K 0.17% 106
2017
Q4 		$369K Hold
10,438
– – 0.2% 87
2017
Q3 		$364K Hold
10,438
– – 0.22% 82
2017
Q2 		$329K Sell
10,438
-4,705
-31% -$154K 0.21% 89
2017
Q1 		$521K Hold
15,143
– – 0.31% 70
2016
Q4 		$571K Sell
15,143
-555
-4% -$17.5K 0.36% 60
2016
Q3 		$421K Hold
15,698
– – 0.28% 75
2016
Q2 		$375K Hold
15,698
– – 0.27% 76
2016
Q1 		$352K Sell
15,698
-1,360
-8% -$30.7K 0.27% 77
2015
Q4 		$419K Buy
17,058
+4,634
+37% +$109K 0.31% 66
2015
Q3 		$258K Sell
12,424
-1,000
-7% -$20.5K 0.2% 88
2015
Q2 		$287K Hold
13,424
– – 0.21% 86
2015
Q1 		$262K Hold
13,424
– – 0.18% 97
2014
Q4 		$282K Hold
13,424
– – 0.21% 82
2014
Q3 		$256K Sell
13,424
-550
-4% -$10.9K 0.22% 77
2014
Q2 		$320K Buy
+13,974
New +$290K 0.29% 63
2013
Q4 		– Sell
-749
Closed -$16K – 701
2013
Q3 		$16K Hold
749
– – 0.01% 313
2013
Q2 		$13K Buy
+749
New +$12.7K 0.01% 304

Other funds holding MBWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plante Moran Financial Advisors's MBWM Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Mercantile Bank Corp (MBWM) in Q4 2022, closing a stake of 167 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in MBWM in Q2 2013 and held it in 29 quarters. The position peaked at $571K in Q4 2016. 129 funds tracked by Wall St. Rank hold MBWM as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Mercantile Bank Corp position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 167 Mercantile Bank Corp shares in Q4 2022, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Mercantile Bank Corp in Q2 2013 and held it in 29 quarters.
  • Plante Moran Financial Advisors's Mercantile Bank Corp position peaked at $571K in Q4 2016.
  • 129 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.