WCM
MVBF icon

Whitener Capital Management’s MVB Financial MVBF Stock Holding History

Whitener Capital Management’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,200
Closed -$43K – 319
2019
Q3 		$43K Hold
2,200
– – 0.02% 237
2019
Q2 		$37K Hold
2,200
– – 0.02% 245
2019
Q1 		$33K Hold
2,200
– – 0.02% 249
2018
Q4 		$39K Hold
2,200
– – 0.03% 214
2018
Q3 		$39K Buy
+2,200
New +$39.1K 0.03% 225
2018
Q2 		– Sell
-2,200
Closed -$43K – 291
2018
Q1 		$43K Buy
+2,200
New +$43.2K 0.03% 207

Other funds holding MVBF

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Whitener Capital Management's MVBF Position: Q4 2019 in Review

Whitener Capital Management sold out of MVB Financial (MVBF) in Q4 2019, closing a stake of 2,200 shares — an estimated $43K sold.

Whitener Capital Management first reported a position in MVBF in Q1 2018 and held it in 6 quarters. The position peaked at $43K in Q3 2019. 52 funds tracked by Wall St. Rank hold MVBF as of Q4 2019.

  • Whitener Capital Management reported no remaining MVB Financial position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 2,200 MVB Financial shares in Q4 2019, an estimated $43K.
  • Whitener Capital Management first reported a position in MVB Financial in Q1 2018 and held it in 6 quarters.
  • Whitener Capital Management's MVB Financial position peaked at $43K in Q3 2019.
  • 52 funds tracked by Wall St. Rank held MVB Financial as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.