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INTERVEST BANCSHAR
INTERVEST BANCSHAR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 61 Institutional holders with a total value of $69,408,364.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 BANK OF MONTREAL /CAN/ 5,927 44,000 0.06%
52 RUSSELL FRANK CO/ 5,097 38,000 0.05%
53 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 4,400 33,000 0.05%
54 PANAGORA ASSET MANAGEMENT INC 4,094 31,000 0.04%
55 WELLS FARGO & COMPANY/MN 2,753 20,000 0.03%
56 Tower Research Capital LLC (TRC) 2,297 17,000 0.02%
57 UBS AG 1,554 12,000 0.02%
58 BARCLAYS PLC 703 5,000 0.01%
59 SECURITY NATIONAL TRUST CO 700 5,000 0.01%
60 MSI Financial Services Inc 500 4,000 0.01%
61 BANK OF AMERICA CORP /DE/ 116 1,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.