BPBT
MBVT

Boston Private Bank & Trust’s Merchants Bancshares Inc MBVT Stock Holding History

Boston Private Bank & Trust’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
Q1 		– Sell
-450
Closed -$14K – 1150
2014
Q4 		$14K Hold
450
– – ﹤0.01% 808
2014
Q3 		$13K Hold
450
– – ﹤0.01% 837
2014
Q2 		$14K Hold
450
– – ﹤0.01% 786
2014
Q1 		$15K Buy
+450
New +$14.5K ﹤0.01% 796

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 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
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Private Bank & Trust's MBVT Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of Merchants Bancshares Inc (MBVT) in Q1 2015, closing a stake of 450 shares — an estimated $14K sold.

Boston Private Bank & Trust first reported a position in MBVT in Q1 2014 and held it in 4 quarters. The position peaked at $15K in Q1 2014. 62 funds tracked by Wall St. Rank hold MBVT as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining Merchants Bancshares Inc position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 450 Merchants Bancshares Inc shares in Q1 2015, an estimated $14K.
  • Boston Private Bank & Trust first reported a position in Merchants Bancshares Inc in Q1 2014 and held it in 4 quarters.
  • Boston Private Bank & Trust's Merchants Bancshares Inc position peaked at $15K in Q1 2014.
  • 62 funds tracked by Wall St. Rank held Merchants Bancshares Inc as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.