Proficio Capital Partners’s Meridian Bancorp, Inc. EBSB Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-610	Closed	-$11K	–	1800
2019 Q2	$11K	Hold	610	–	–	﹤0.01%	920
2019 Q1	$10K	Hold	610	–	–	﹤0.01%	886
2018 Q4	$9K	Sell	610 -5,000	-89%	-$78.8K	﹤0.01%	770
2018 Q3	$95K	Sell	5,610 -614	-10%	-$11.2K	0.03%	210
2018 Q2	$119K	Hold	6,224	–	–	0.05%	183
2018 Q1	$125K	Hold	6,224	–	–	0.04%	182
2017 Q4	$128K	Hold	6,224	–	–	0.04%	179
2017 Q3	$116K	Hold	6,224	–	–	0.05%	224
2017 Q2	$110K	Hold	6,224	–	–	0.05%	237
2017 Q1	$103K	Sell	6,224 -5,000	-45%	-$93.7K	0.05%	247
2016 Q4	$212K	Buy	+11,224	New	+$192K	0.09%	131

Other funds holding EBSB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

MPAM

Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return

Proficio Capital Partners's EBSB Position: Q3 2019 in Review

Proficio Capital Partners sold out of Meridian Bancorp, Inc. (EBSB) in Q3 2019, closing a stake of 610 shares — an estimated $11K sold.

Proficio Capital Partners first reported a position in EBSB in Q4 2016 and held it in 11 quarters. The position peaked at $212K in Q4 2016. 127 funds tracked by Wall St. Rank hold EBSB as of Q3 2019.

Proficio Capital Partners reported no remaining Meridian Bancorp, Inc. position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 610 Meridian Bancorp, Inc. shares in Q3 2019, an estimated $11K.
Proficio Capital Partners first reported a position in Meridian Bancorp, Inc. in Q4 2016 and held it in 11 quarters.
Proficio Capital Partners's Meridian Bancorp, Inc. position peaked at $212K in Q4 2016.
127 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.