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Welch & Forbes’s Mid Penn Bancorp MPB Stock Holding History

Welch & Forbes’s Portfolio MPB Stock Details MPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,000
Closed -$195K – 349
2016
Q3 		$195K Sell
10,000
-40,044
-80% -$706K 0.01% 295
2016
Q2 		$796K Buy
+50,044
New +$783K 0.02% 206

Other funds holding MPB

ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Welch & Forbes's MPB Position: Q4 2016 in Review

Welch & Forbes sold out of Mid Penn Bancorp (MPB) in Q4 2016, closing a stake of 10,000 shares — an estimated $195K sold.

Welch & Forbes first reported a position in MPB in Q2 2016 and held it in 2 quarters. The position peaked at $796K in Q2 2016. 15 funds tracked by Wall St. Rank hold MPB as of Q4 2016.

  • Welch & Forbes reported no remaining Mid Penn Bancorp position as of Q4 2016 after selling out during the quarter.
  • Welch & Forbes sold 10,000 Mid Penn Bancorp shares in Q4 2016, an estimated $195K.
  • Welch & Forbes first reported a position in Mid Penn Bancorp in Q2 2016 and held it in 2 quarters.
  • Welch & Forbes's Mid Penn Bancorp position peaked at $796K in Q2 2016.
  • 15 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q4 2016.

Based on Welch & Forbes's 13F filing for Q4 2016, filed 7 Feb 2017.