WCM
MBVT

Wedge Capital Management’s Merchants Bancshares Inc MBVT Stock Holding History

Wedge Capital 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
2017
Q1 		– Sell
-8,000
Closed -$434K – 595
2016
Q4 		$434K Sell
8,000
-1,100
-12% -$49.5K ﹤0.01% 450
2016
Q3 		$295K Hold
9,100
– – ﹤0.01% 513
2016
Q2 		$277K Hold
9,100
– – ﹤0.01% 509
2016
Q1 		$271K Sell
9,100
-1,000
-10% -$29K ﹤0.01% 529
2015
Q4 		$318K Sell
10,100
-800
-7% -$24.9K ﹤0.01% 518
2015
Q3 		$320K Hold
10,900
– – ﹤0.01% 510
2015
Q2 		$360K Buy
+10,900
New +$331K ﹤0.01% 496

Other funds holding MBVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Wedge Capital Management's MBVT Position: Q1 2017 in Review

Wedge Capital Management sold out of Merchants Bancshares Inc (MBVT) in Q1 2017, closing a stake of 8,000 shares — an estimated $434K sold.

Wedge Capital Management first reported a position in MBVT in Q2 2015 and held it in 7 quarters. The position peaked at $434K in Q4 2016. 67 funds tracked by Wall St. Rank hold MBVT as of Q1 2017.

  • Wedge Capital Management reported no remaining Merchants Bancshares Inc position as of Q1 2017 after selling out during the quarter.
  • Wedge Capital Management sold 8,000 Merchants Bancshares Inc shares in Q1 2017, an estimated $434K.
  • Wedge Capital Management first reported a position in Merchants Bancshares Inc in Q2 2015 and held it in 7 quarters.
  • Wedge Capital Management's Merchants Bancshares Inc position peaked at $434K in Q4 2016.
  • 67 funds tracked by Wall St. Rank held Merchants Bancshares Inc as of Q1 2017.

Based on Wedge Capital Management's 13F filing for Q1 2017, filed 1 May 2017.