TCI Wealth Advisors’s Merchants Bancorp MBIN Stock Holding History

TCI Wealth Advisors’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
2021 Q3	–	Sell	-75	Closed	-$2K	–	2495
2021 Q2	$2K	Buy	+75	New	+$2.08K	﹤0.01%	2045

Other funds holding MBIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

TCI Wealth Advisors's MBIN Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Merchants Bancorp (MBIN) in Q3 2021, closing a stake of 75 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in MBIN in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 102 funds tracked by Wall St. Rank hold MBIN as of Q3 2021.

TCI Wealth Advisors reported no remaining Merchants Bancorp position as of Q3 2021 after selling out during the quarter.
TCI Wealth Advisors sold 75 Merchants Bancorp shares in Q3 2021, an estimated $2K.
TCI Wealth Advisors first reported a position in Merchants Bancorp in Q2 2021 and held it in 1 quarter.
TCI Wealth Advisors's Merchants Bancorp position peaked at $2K in Q2 2021.
102 funds tracked by Wall St. Rank held Merchants Bancorp as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.