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Shakespeare Wealth Management’s Amerant Bancorp AMTB Stock Holding History

Shakespeare Wealth Management’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-25,834
Closed -$547K – 66
2020
Q1 		$547K Hold
25,834
– – 0.38% 36
2019
Q4 		$942K Hold
25,834
– – 0.51% 37
2019
Q3 		$847K Hold
25,834
– – 0.49% 35
2019
Q2 		$842K Buy
+25,834
New +$455K 0.54% 34

Other funds holding AMTB

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 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
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shakespeare Wealth Management's AMTB Position: Q2 2020 in Review

Shakespeare Wealth Management sold out of Amerant Bancorp (AMTB) in Q2 2020, closing a stake of 25,834 shares — an estimated $547K sold.

Shakespeare Wealth Management first reported a position in AMTB in Q2 2019 and held it in 4 quarters. The position peaked at $942K in Q4 2019. 50 funds tracked by Wall St. Rank hold AMTB as of Q2 2020.

  • Shakespeare Wealth Management reported no remaining Amerant Bancorp position as of Q2 2020 after selling out during the quarter.
  • Shakespeare Wealth Management sold 25,834 Amerant Bancorp shares in Q2 2020, an estimated $547K.
  • Shakespeare Wealth Management first reported a position in Amerant Bancorp in Q2 2019 and held it in 4 quarters.
  • Shakespeare Wealth Management's Amerant Bancorp position peaked at $942K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2020.

Based on Shakespeare Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.