SSWM
EBSB

Sheets Smith Wealth Management’s Meridian Bancorp, Inc. EBSB Stock Holding History

Sheets Smith Wealth Management’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
2017
Q2 		– Sell
-16,037
Closed -$293K – 319
2017
Q1 		$293K Sell
16,037
-139
-0.9% -$2.61K 0.08% 237
2016
Q4 		$306K Buy
+16,176
New +$276K 0.09% 220

Other funds holding EBSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return

Sheets Smith Wealth Management's EBSB Position: Q2 2017 in Review

Sheets Smith Wealth Management sold out of Meridian Bancorp, Inc. (EBSB) in Q2 2017, closing a stake of 16,037 shares — an estimated $293K sold.

Sheets Smith Wealth Management first reported a position in EBSB in Q4 2016 and held it in 2 quarters. The position peaked at $306K in Q4 2016. 126 funds tracked by Wall St. Rank hold EBSB as of Q2 2017.

  • Sheets Smith Wealth Management reported no remaining Meridian Bancorp, Inc. position as of Q2 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 16,037 Meridian Bancorp, Inc. shares in Q2 2017, an estimated $293K.
  • Sheets Smith Wealth Management first reported a position in Meridian Bancorp, Inc. in Q4 2016 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Meridian Bancorp, Inc. position peaked at $306K in Q4 2016.
  • 126 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q2 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2017, filed 19 Jul 2017.