LBS
MBVT

Lawrence B. Seidman’s Merchants Bancshares Inc MBVT Stock Holding History

Lawrence B. Seidman’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
Q4 		– Sell
-44,181
Closed -$1.25M – 27
2014
Q3 		$1.25M Buy
44,181
+17,781
+67% +$527K 0.89% 23
2014
Q2 		$844K Sell
26,400
-6,000
-19% -$183K 0.46% 24
2014
Q1 		$1.06M Hold
32,400
– – 0.65% 19
2013
Q4 		$1.08M Buy
+32,400
New +$994K 0.68% 19

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
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

Lawrence B. Seidman's MBVT Position: Q4 2014 in Review

Lawrence B. Seidman sold out of Merchants Bancshares Inc (MBVT) in Q4 2014, closing a stake of 44,181 shares — an estimated $1.25M sold.

Lawrence B. Seidman first reported a position in MBVT in Q4 2013 and held it in 4 quarters. The position peaked at $1.25M in Q3 2014. 62 funds tracked by Wall St. Rank hold MBVT as of Q4 2014.

  • Lawrence B. Seidman reported no remaining Merchants Bancshares Inc position as of Q4 2014 after selling out during the quarter.
  • Lawrence B. Seidman sold 44,181 Merchants Bancshares Inc shares in Q4 2014, an estimated $1.25M.
  • Lawrence B. Seidman first reported a position in Merchants Bancshares Inc in Q4 2013 and held it in 4 quarters.
  • Lawrence B. Seidman's Merchants Bancshares Inc position peaked at $1.25M in Q3 2014.
  • 62 funds tracked by Wall St. Rank held Merchants Bancshares Inc as of Q4 2014.

Based on Lawrence B. Seidman's 13F filing for Q4 2014, filed 10 Feb 2015.