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Stephens Inc’s Merchants Bancorp MBIN Stock Holding History

Stephens Inc’s Portfolio MBIN Stock Details MBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,000
Closed -$254K – 1156
2018
Q3 		$254K Sell
15,000
-15,000
-50% -$269K 0.01% 974
2018
Q2 		$571K Buy
+30,000
New +$488K 0.02% 578

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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

Stephens Inc's MBIN Position: Q4 2018 in Review

Stephens Inc sold out of Merchants Bancorp (MBIN) in Q4 2018, closing a stake of 15,000 shares — an estimated $254K sold.

Stephens Inc first reported a position in MBIN in Q2 2018 and held it in 2 quarters. The position peaked at $571K in Q2 2018. 69 funds tracked by Wall St. Rank hold MBIN as of Q4 2018.

  • Stephens Inc reported no remaining Merchants Bancorp position as of Q4 2018 after selling out during the quarter.
  • Stephens Inc sold 15,000 Merchants Bancorp shares in Q4 2018, an estimated $254K.
  • Stephens Inc first reported a position in Merchants Bancorp in Q2 2018 and held it in 2 quarters.
  • Stephens Inc's Merchants Bancorp position peaked at $571K in Q2 2018.
  • 69 funds tracked by Wall St. Rank held Merchants Bancorp as of Q4 2018.

Based on Stephens Inc's 13F filing for Q4 2018, filed 11 Feb 2019.