SIM
MBVT

Sonora Investment Management’s Merchants Bancshares Inc MBVT Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-337
Closed -$10K – 1271
2015
Q3 		$10K Buy
+337
New +$10.2K ﹤0.01% 509

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
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sonora Investment Management's MBVT Position: Q4 2015 in Review

Sonora Investment Management sold out of Merchants Bancshares Inc (MBVT) in Q4 2015, closing a stake of 337 shares — an estimated $10K sold.

Sonora Investment Management first reported a position in MBVT in Q3 2015 and held it in 1 quarter. The position peaked at $10K in Q3 2015. 65 funds tracked by Wall St. Rank hold MBVT as of Q4 2015.

  • Sonora Investment Management reported no remaining Merchants Bancshares Inc position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 337 Merchants Bancshares Inc shares in Q4 2015, an estimated $10K.
  • Sonora Investment Management first reported a position in Merchants Bancshares Inc in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Merchants Bancshares Inc position peaked at $10K in Q3 2015.
  • 65 funds tracked by Wall St. Rank held Merchants Bancshares Inc as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.