CS
MBVT

Credit Suisse’s Merchants Bancshares Inc MBVT Stock Holding History

Credit Suisse’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
2014
Q1 		– Sell
-6,147
Closed -$206K – 4946
2013
Q4 		$206K Buy
+6,147
New +$189K ﹤0.01% 4312

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Credit Suisse's MBVT Position: Q1 2014 in Review

Credit Suisse sold out of Merchants Bancshares Inc (MBVT) in Q1 2014, closing a stake of 6,147 shares — an estimated $206K sold.

Credit Suisse first reported a position in MBVT in Q4 2013 and held it in 1 quarter. The position peaked at $206K in Q4 2013. 70 funds tracked by Wall St. Rank hold MBVT as of Q1 2014.

  • Credit Suisse reported no remaining Merchants Bancshares Inc position as of Q1 2014 after selling out during the quarter.
  • Credit Suisse sold 6,147 Merchants Bancshares Inc shares in Q1 2014, an estimated $206K.
  • Credit Suisse first reported a position in Merchants Bancshares Inc in Q4 2013 and held it in 1 quarter.
  • Credit Suisse's Merchants Bancshares Inc position peaked at $206K in Q4 2013.
  • 70 funds tracked by Wall St. Rank held Merchants Bancshares Inc as of Q1 2014.

Based on Credit Suisse's 13F filing for Q1 2014, filed 15 May 2014.