JP Morgan Chase’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 |
-3,794
| Closed | -$185K | – | 5471 |
|
|
2017
Q1 | $185K | Sell |
3,794
-3,984
| -51% | -$203K | ﹤0.01% | 4099 |
|
|
2016
Q4 | $422K | Buy |
7,778
+7,325
| +1,617% | +$330K | ﹤0.01% | 3860 |
|
|
2016
Q3 | $14K | Sell |
453
-40
| -8% | -$1.29K | ﹤0.01% | 4257 |
|
|
2016
Q2 | $15K | Sell |
493
-40
| -8% | -$1.2K | ﹤0.01% | 4283 |
|
|
2016
Q1 | $16K | Sell |
533
-923
| -63% | -$26.8K | ﹤0.01% | 4144 |
|
|
2015
Q4 | $46K | Buy |
+1,456
| New | +$45.3K | ﹤0.01% | 3935 |
|
|
2014
Q3 | – | Sell |
-13,500
| Closed | -$432K | – | 4333 |
|
|
2014
Q2 | $432K | Sell |
13,500
-275
| -2% | -$8.39K | ﹤0.01% | 3165 |
|
|
2014
Q1 | $450K | Sell |
13,775
-2,509
| -15% | -$80.6K | ﹤0.01% | 3171 |
|
|
2013
Q4 | $547K | Sell |
16,284
-2,919
| -15% | -$89.6K | ﹤0.01% | 3448 |
|
|
2013
Q3 | $556K | Buy |
19,203
+4,823
| +34% | +$150K | ﹤0.01% | 3582 |
|
|
2013
Q2 | $425K | Buy |
+14,380
| New | +$417K | ﹤0.01% | 3666 |
|
JP Morgan Chase's MBVT Position: Q2 2017 in Review
JP Morgan Chase sold out of Merchants Bancshares Inc (MBVT) in Q2 2017, closing a stake of 3,794 shares — an estimated $185K sold.
JP Morgan Chase first reported a position in MBVT in Q2 2013 and held it in 11 quarters. The position peaked at $556K in Q3 2013. 0 funds tracked by Wall St. Rank hold MBVT as of Q2 2017.
- JP Morgan Chase reported no remaining Merchants Bancshares Inc position as of Q2 2017 after selling out during the quarter.
- JP Morgan Chase sold 3,794 Merchants Bancshares Inc shares in Q2 2017, an estimated $185K.
- JP Morgan Chase first reported a position in Merchants Bancshares Inc in Q2 2013 and held it in 11 quarters.
- JP Morgan Chase's Merchants Bancshares Inc position peaked at $556K in Q3 2013.
- 0 funds tracked by Wall St. Rank held Merchants Bancshares Inc as of Q2 2017.
Based on JP Morgan Chase's 13F filing for Q2 2017, filed 9 Aug 2017.