RNS
MBVT

Robert N. Shapiro’s Merchants Bancshares Inc MBVT Stock Holding History

Robert N. Shapiro’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
2013
Q4 		– Sell
-5,170
Closed -$150K – 991
2013
Q3 		$150K Hold
5,170
– – 0.03% 321
2013
Q2 		$153K Buy
+5,170
New +$150K 0.03% 298

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 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

Robert N. Shapiro's MBVT Position: Q4 2013 in Review

Robert N. Shapiro sold out of Merchants Bancshares Inc (MBVT) in Q4 2013, closing a stake of 5,170 shares — an estimated $150K sold.

Robert N. Shapiro first reported a position in MBVT in Q2 2013 and held it in 2 quarters. The position peaked at $153K in Q2 2013. 69 funds tracked by Wall St. Rank hold MBVT as of Q4 2013.

  • Robert N. Shapiro reported no remaining Merchants Bancshares Inc position as of Q4 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 5,170 Merchants Bancshares Inc shares in Q4 2013, an estimated $150K.
  • Robert N. Shapiro first reported a position in Merchants Bancshares Inc in Q2 2013 and held it in 2 quarters.
  • Robert N. Shapiro's Merchants Bancshares Inc position peaked at $153K in Q2 2013.
  • 69 funds tracked by Wall St. Rank held Merchants Bancshares Inc as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.