AF
MBVT

Arrow Financial’s Merchants Bancshares Inc MBVT Stock Holding History

Arrow Financial’s Portfolio MBVT Stock Details MBVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-100
Closed -$3K – 400
2015
Q1 		$3K Hold
100
– – ﹤0.01% 355
2014
Q4 		$3K Sell
100
-600
-86% -$17.6K ﹤0.01% 332
2014
Q3 		$20K Buy
+700
New +$20.7K 0.01% 271

Other funds holding MBVT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return

Arrow Financial's MBVT Position: Q2 2015 in Review

Arrow Financial sold out of Merchants Bancshares Inc (MBVT) in Q2 2015, closing a stake of 100 shares — an estimated $3K sold.

Arrow Financial first reported a position in MBVT in Q3 2014 and held it in 3 quarters. The position peaked at $20K in Q3 2014. 66 funds tracked by Wall St. Rank hold MBVT as of Q2 2015.

  • Arrow Financial reported no remaining Merchants Bancshares Inc position as of Q2 2015 after selling out during the quarter.
  • Arrow Financial sold 100 Merchants Bancshares Inc shares in Q2 2015, an estimated $3K.
  • Arrow Financial first reported a position in Merchants Bancshares Inc in Q3 2014 and held it in 3 quarters.
  • Arrow Financial's Merchants Bancshares Inc position peaked at $20K in Q3 2014.
  • 66 funds tracked by Wall St. Rank held Merchants Bancshares Inc as of Q2 2015.

Based on Arrow Financial's 13F filing for Q2 2015, filed 28 Jul 2015.