Dimensional Fund Advisors’s Merchants Bancshares Inc MBVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-235,864
| Closed | -$11.5M | – | 3357 |
|
|
2017
Q1 | $11.5M | Hold |
235,864
| – | – | 0.01% | 2266 |
|
|
2016
Q4 | $12.8M | Sell |
235,864
-1,098
| -0.5% | -$49.4K | 0.01% | 2200 |
|
|
2016
Q3 | $7.67M | Buy |
236,962
+4,123
| +2% | +$133K | ﹤0.01% | 2351 |
|
|
2016
Q2 | $7.1M | Buy |
232,839
+2,296
| +1% | +$68.7K | ﹤0.01% | 2368 |
|
|
2016
Q1 | $6.86M | Buy |
230,543
+1,849
| +0.8% | +$53.7K | ﹤0.01% | 2378 |
|
|
2015
Q4 | $7.2M | Buy |
228,694
+333
| +0.1% | +$10.4K | ﹤0.01% | 2363 |
|
|
2015
Q3 | $6.71M | Buy |
228,361
+1,037
| +0.5% | +$31.3K | ﹤0.01% | 2393 |
|
|
2015
Q2 | $7.52M | Buy |
227,324
+516
| +0.2% | +$15.6K | ﹤0.01% | 2403 |
|
|
2015
Q1 | $6.62M | Buy |
226,808
+1,444
| +0.6% | +$41.4K | ﹤0.01% | 2436 |
|
|
2014
Q4 | $6.9M | Buy |
225,364
+6,377
| +3% | +$187K | ﹤0.01% | 2426 |
|
|
2014
Q3 | $6.17M | Buy |
218,987
+95
| +0% | +$2.82K | ﹤0.01% | 2448 |
|
|
2014
Q2 | $7M | Buy |
218,892
+1,653
| +0.8% | +$50.4K | ﹤0.01% | 2421 |
|
|
2014
Q1 | $7.08M | Buy |
217,239
+2,700
| +1% | +$86.8K | 0.01% | 2394 |
|
|
2013
Q4 | $7.19M | Buy |
214,539
+5,029
| +2% | +$154K | 0.01% | 2381 |
|
|
2013
Q3 | $6.07M | Sell |
209,510
-2,748
| -1% | -$85.2K | 0.01% | 2443 |
|
|
2013
Q2 | $6.28M | Buy |
+212,258
| New | +$6.15M | 0.01% | 2344 |
|
Dimensional Fund Advisors's MBVT Position: Q2 2017 in Review
Dimensional Fund Advisors sold out of Merchants Bancshares Inc (MBVT) in Q2 2017, closing a stake of 235,864 shares — an estimated $11.5M sold.
Dimensional Fund Advisors first reported a position in MBVT in Q2 2013 and held it in 16 quarters. The position peaked at $12.8M in Q4 2016. 0 funds tracked by Wall St. Rank hold MBVT as of Q2 2017.
- Dimensional Fund Advisors reported no remaining Merchants Bancshares Inc position as of Q2 2017 after selling out during the quarter.
- Dimensional Fund Advisors sold 235,864 Merchants Bancshares Inc shares in Q2 2017, an estimated $11.5M.
- Dimensional Fund Advisors first reported a position in Merchants Bancshares Inc in Q2 2013 and held it in 16 quarters.
- Dimensional Fund Advisors's Merchants Bancshares Inc position peaked at $12.8M in Q4 2016.
- 0 funds tracked by Wall St. Rank held Merchants Bancshares Inc as of Q2 2017.
Based on Dimensional Fund Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.