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Wellesley Bank
Wellesley Bank. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 11 Institutional holders with a total value of $3,770,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 STILWELL VALUE LLC 55,275 1,212,000 32.15%
2 FJ Capital Management LLC 34,000 747,000 19.81%
3 Commonwealth Equity Services, Inc 32,404 711,000 18.86%
4 HOWLAND CAPITAL MANAGEMENT LLC 25,000 548,000 14.54%
5 SEIZERT CAPITAL PARTNERS, LLC 10,029 220,000 5.84%
6 VANGUARD GROUP INC 9,700 213,000 5.65%
7 UBS Group AG 4,395 97,000 2.57%
8 Tower Research Capital LLC (TRC) 377 8,000 0.21%
9 BlackRock Investment Management, LLC 332 7,000 0.19%
10 BlackRock Fund Advisors 267 6,000 0.16%
11 BANK OF AMERICA CORP /DE/ 62 1,000 0.03%

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.