Wellington Management Group’s Merchants Bancshares Inc MBVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-14,610
| Closed | -$473K | – | 2321 |
|
|
2016
Q3 | $473K | Buy |
+14,610
| New | +$473K | ﹤0.01% | 1984 |
|
|
2014
Q2 | – | Sell |
-55,756
| Closed | -$1.82M | – | 2294 |
|
|
2014
Q1 | $1.82M | Buy |
55,756
+1,600
| +3% | +$52.2K | ﹤0.01% | 1711 |
|
|
2013
Q4 | $1.82M | Buy |
54,156
+2,800
| +5% | +$93.8K | ﹤0.01% | 1722 |
|
|
2013
Q3 | $1.49M | Sell |
51,356
-10,440
| -17% | -$302K | ﹤0.01% | 1717 |
|
|
2013
Q2 | $1.83M | Buy |
+61,796
| New | +$1.83M | ﹤0.01% | 1649 |
|