Capstone Investment Advisors
MBVT

Capstone Investment Advisors’s Merchants Bancshares Inc MBVT Stock Holding History

Capstone Investment Advisors’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
2017
Q2 		– Sell
-22,815
Closed -$1.11M – 1094
2017
Q1 		$1.11M Sell
22,815
-477
-2% -$24.3K 0.03% 399
2016
Q4 		$1.26M Buy
+23,292
New +$1.05M 0.04% 358

Capstone Investment Advisors's MBVT Position: Q2 2017 in Review

Capstone Investment Advisors sold out of Merchants Bancshares Inc (MBVT) in Q2 2017, closing a stake of 22,815 shares — an estimated $1.11M sold.

Capstone Investment Advisors first reported a position in MBVT in Q4 2016 and held it in 2 quarters. The position peaked at $1.26M in Q4 2016. 0 funds tracked by Wall St. Rank hold MBVT as of Q2 2017.

  • Capstone Investment Advisors reported no remaining Merchants Bancshares Inc position as of Q2 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 22,815 Merchants Bancshares Inc shares in Q2 2017, an estimated $1.11M.
  • Capstone Investment Advisors first reported a position in Merchants Bancshares Inc in Q4 2016 and held it in 2 quarters.
  • Capstone Investment Advisors's Merchants Bancshares Inc position peaked at $1.26M in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Merchants Bancshares Inc as of Q2 2017.

Based on Capstone Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.