SF
MBVT

Synovus Financial’s Merchants Bancshares Inc MBVT Stock Holding History

Synovus Financial’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
-400
Closed -$12K – 942
2013
Q3 		$12K Hold
400
– – ﹤0.01% 721
2013
Q2 		$12K Buy
+400
New +$11.6K ﹤0.01% 697

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

Synovus Financial's MBVT Position: Q4 2013 in Review

Synovus Financial sold out of Merchants Bancshares Inc (MBVT) in Q4 2013, closing a stake of 400 shares — an estimated $12K sold.

Synovus Financial first reported a position in MBVT in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q3 2013. 69 funds tracked by Wall St. Rank hold MBVT as of Q4 2013.

  • Synovus Financial reported no remaining Merchants Bancshares Inc position as of Q4 2013 after selling out during the quarter.
  • Synovus Financial sold 400 Merchants Bancshares Inc shares in Q4 2013, an estimated $12K.
  • Synovus Financial first reported a position in Merchants Bancshares Inc in Q2 2013 and held it in 2 quarters.
  • Synovus Financial's Merchants Bancshares Inc position peaked at $12K in Q3 2013.
  • 69 funds tracked by Wall St. Rank held Merchants Bancshares Inc as of Q4 2013.

Based on Synovus Financial's 13F filing for Q4 2013, filed 10 Feb 2014.