SVB Wealth’s Meridian Bancorp, Inc. EBSB Stock Holding History

SVB Wealth’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
2016 Q2	–	Sell	-25,385	Closed	-$353K	–	527
2016 Q1	$353K	Buy	25,385 +5,000	+25%	+$68.2K	0.01%	415
2015 Q4	$287K	Sell	20,385 -19,000	-48%	-$270K	0.01%	468
2015 Q3	$538K	Buy	39,385 +19,385	+97%	+$253K	0.02%	405
2015 Q2	$268K	Buy	20,000 +5,000	+33%	+$64.9K	0.01%	502
2015 Q1	$198K	Buy	15,000 +5,000	+50%	+$60.9K	0.01%	533
2014 Q4	$112K	Buy	+10,000	New	+$111K	﹤0.01%	528

Other funds holding EBSB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HHC

Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SVB Wealth's EBSB Position: Q2 2016 in Review

SVB Wealth sold out of Meridian Bancorp, Inc. (EBSB) in Q2 2016, closing a stake of 25,385 shares — an estimated $353K sold.

SVB Wealth first reported a position in EBSB in Q4 2014 and held it in 6 quarters. The position peaked at $538K in Q3 2015. 115 funds tracked by Wall St. Rank hold EBSB as of Q2 2016.

SVB Wealth reported no remaining Meridian Bancorp, Inc. position as of Q2 2016 after selling out during the quarter.
SVB Wealth sold 25,385 Meridian Bancorp, Inc. shares in Q2 2016, an estimated $353K.
SVB Wealth first reported a position in Meridian Bancorp, Inc. in Q4 2014 and held it in 6 quarters.
SVB Wealth's Meridian Bancorp, Inc. position peaked at $538K in Q3 2015.
115 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q2 2016.

Based on SVB Wealth's 13F filing for Q2 2016, filed 1 Aug 2016.