AG
BMTC

Advisor Group’s Bryn Mawr Bank Corp BMTC Stock Holding History

Advisor Group’s Portfolio BMTC Stock Details BMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$55K Buy
1,336
+502
+60% +$19.4K ﹤0.01% 3359
2019
Q3 		$31K Buy
834
+14
+2% +$504 ﹤0.01% 3716
2019
Q2 		$31K Buy
820
+690
+531% +$25.8K ﹤0.01% 3685
2019
Q1 		$5K Sell
130
-1
-0.8% -$38 ﹤0.01% 4724
2018
Q4 		$5K Buy
+131
New +$5.18K ﹤0.01% 4553

Other funds holding BMTC

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's BMTC Position: Q4 2019 in Review

Advisor Group increased its Bryn Mawr Bank Corp (BMTC) stake by 60% in Q4 2019, buying an estimated $19.4K and bringing the position to 1,336 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

Advisor Group first reported a position in BMTC in Q4 2018 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold BMTC as of Q4 2019.

  • Advisor Group held 1,336 shares of Bryn Mawr Bank Corp worth $55K as of Q4 2019.
  • Advisor Group bought 502 Bryn Mawr Bank Corp shares in Q4 2019, an estimated $19.4K.
  • Bryn Mawr Bank Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3359 holding.
  • Advisor Group first reported a position in Bryn Mawr Bank Corp in Q4 2018 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.