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River Wealth Advisors’s Mid Penn Bancorp MPB Stock Holding History

River Wealth Advisors’s Portfolio MPB Stock Details MPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-310
Closed -$7K – 361
2018
Q4 		$7K Hold
310
– – ﹤0.01% 447
2018
Q3 		$9K Buy
310
+1
+0.3% +$32 ﹤0.01% 454
2018
Q2 		$11K Buy
+309
New +$10.9K ﹤0.01% 440

Other funds holding MPB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

River Wealth Advisors's MPB Position: Q1 2019 in Review

River Wealth Advisors sold out of Mid Penn Bancorp (MPB) in Q1 2019, closing a stake of 310 shares — an estimated $7K sold.

River Wealth Advisors first reported a position in MPB in Q2 2018 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 45 funds tracked by Wall St. Rank hold MPB as of Q1 2019.

  • River Wealth Advisors reported no remaining Mid Penn Bancorp position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 310 Mid Penn Bancorp shares in Q1 2019, an estimated $7K.
  • River Wealth Advisors first reported a position in Mid Penn Bancorp in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Mid Penn Bancorp position peaked at $11K in Q2 2018.
  • 45 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.