UFF
EBSB

USA Financial Formulas’s Meridian Bancorp, Inc. EBSB Stock Holding History

USA Financial Formulas’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
2018
Q3 		– Sell
-35,117
Closed -$708K – 429
2018
Q2 		$708K Sell
35,117
-53
-0.2% -$1.03K 0.17% 120
2018
Q1 		$709K Buy
+35,170
New +$723K 0.17% 120

Other funds holding EBSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

USA Financial Formulas's EBSB Position: Q3 2018 in Review

USA Financial Formulas sold out of Meridian Bancorp, Inc. (EBSB) in Q3 2018, closing a stake of 35,117 shares — an estimated $708K sold.

USA Financial Formulas first reported a position in EBSB in Q1 2018 and held it in 2 quarters. The position peaked at $709K in Q1 2018. 125 funds tracked by Wall St. Rank hold EBSB as of Q3 2018.

  • USA Financial Formulas reported no remaining Meridian Bancorp, Inc. position as of Q3 2018 after selling out during the quarter.
  • USA Financial Formulas sold 35,117 Meridian Bancorp, Inc. shares in Q3 2018, an estimated $708K.
  • USA Financial Formulas first reported a position in Meridian Bancorp, Inc. in Q1 2018 and held it in 2 quarters.
  • USA Financial Formulas's Meridian Bancorp, Inc. position peaked at $709K in Q1 2018.
  • 125 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q3 2018.

Based on USA Financial Formulas's 13F filing for Q3 2018, filed 31 Oct 2018.