Wellington Management Group
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Wellington Management Group’s Merchants Bancorp MBIN Stock Holding History

Wellington Management Group’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
-14,279
Closed -$241K – 2137
2018
Q3 		$241K Buy
+14,279
New +$256K ﹤0.01% 2160
2018
Q1 		– Sell
-106,899
Closed -$1.4M – 2268
2017
Q4 		$1.4M Buy
+106,899
New +$1.33M ﹤0.01% 1823

Other funds holding MBIN

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Wellington Management Group's MBIN Position: Q4 2018 in Review

Wellington Management Group sold out of Merchants Bancorp (MBIN) in Q4 2018, closing a stake of 14,279 shares — an estimated $241K sold.

Wellington Management Group first reported a position in MBIN in Q4 2017 and held it in 2 quarters. The position peaked at $1.4M in Q4 2017. 69 funds tracked by Wall St. Rank hold MBIN as of Q4 2018.

  • Wellington Management Group reported no remaining Merchants Bancorp position as of Q4 2018 after selling out during the quarter.
  • Wellington Management Group sold 14,279 Merchants Bancorp shares in Q4 2018, an estimated $241K.
  • Wellington Management Group first reported a position in Merchants Bancorp in Q4 2017 and held it in 2 quarters.
  • Wellington Management Group's Merchants Bancorp position peaked at $1.4M in Q4 2017.
  • 69 funds tracked by Wall St. Rank held Merchants Bancorp as of Q4 2018.

Based on Wellington Management Group's 13F filing for Q4 2018, filed 14 Feb 2019.