Advisory Services Network’s Bryn Mawr Bank Corp BMTC Stock Holding History

Advisory Services Network’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
2020 Q4	–	Sell	-102	Closed	-$2.98K	–	3892
2020 Q3	$3K	Buy	+102	New	+$2.72K	﹤0.01%	3042
2018 Q2	–	Sell	-490	Closed	-$22K	–	2757
2018 Q1	$22K	Buy	490 +3	+0.6%	+$135	﹤0.01%	1631
2017 Q4	$22K	Buy	487 +2	+0.4%	+$88	﹤0.01%	1596
2017 Q3	$21K	Buy	485 +3	+0.6%	+$125	﹤0.01%	1397
2017 Q2	$21K	Buy	482 +2	+0.4%	+$83	﹤0.01%	1349
2017 Q1	$19K	Buy	+480	New	+$19.4K	﹤0.01%	1269
2016 Q3	$15K	Buy	475 +3	+0.6%	+$92	﹤0.01%	1200
2016 Q2	$14K	Buy	472 +3	+0.6%	+$84	﹤0.01%	1113
2016 Q1	$12K	Buy	469 +4	+0.9%	+$104	﹤0.01%	1030
2015 Q4	$13K	Buy	465 +3	+0.6%	+$89	﹤0.01%	892
2015 Q3	$14K	Hold	462	–	–	﹤0.01%	837
2015 Q2	$14K	Buy	+462	New	+$13.9K	﹤0.01%	817

Other funds holding BMTC

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Advisory Services Network's BMTC Position: Q4 2020 in Review

Advisory Services Network sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2020, closing a stake of 102 shares — an estimated $2.98K sold.

Advisory Services Network first reported a position in BMTC in Q2 2015 and held it in 12 quarters. The position peaked at $22K in Q1 2018. 144 funds tracked by Wall St. Rank hold BMTC as of Q4 2020.

Advisory Services Network reported no remaining Bryn Mawr Bank Corp position as of Q4 2020 after selling out during the quarter.
Advisory Services Network sold 102 Bryn Mawr Bank Corp shares in Q4 2020, an estimated $2.98K.
Advisory Services Network first reported a position in Bryn Mawr Bank Corp in Q2 2015 and held it in 12 quarters.
Advisory Services Network's Bryn Mawr Bank Corp position peaked at $22K in Q1 2018.
144 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.