AWM
BRKL

Aevitas Wealth Management’s Brookline Bancorp BRKL Stock Holding History

Aevitas Wealth Management’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,014
Closed -$14K – 373
2018
Q4 		$14K Sell
1,014
-492
-33% -$7.42K 0.01% 276
2018
Q3 		$25K Sell
1,506
-783
-34% -$14.2K 0.02% 264
2018
Q2 		$43K Buy
2,289
+2,199
+2,443% +$38.6K 0.04% 207
2018
Q1 		$1K Sell
90
-90
-50% -$1.47K ﹤0.01% 424
2017
Q4 		$3K Buy
+180
New +$2.81K ﹤0.01% 387

Other funds holding BRKL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aevitas Wealth Management's BRKL Position: Q1 2019 in Review

Aevitas Wealth Management sold out of Brookline Bancorp (BRKL) in Q1 2019, closing a stake of 1,014 shares — an estimated $14K sold.

Aevitas Wealth Management first reported a position in BRKL in Q4 2017 and held it in 5 quarters. The position peaked at $43K in Q2 2018. 184 funds tracked by Wall St. Rank hold BRKL as of Q1 2019.

  • Aevitas Wealth Management reported no remaining Brookline Bancorp position as of Q1 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,014 Brookline Bancorp shares in Q1 2019, an estimated $14K.
  • Aevitas Wealth Management first reported a position in Brookline Bancorp in Q4 2017 and held it in 5 quarters.
  • Aevitas Wealth Management's Brookline Bancorp position peaked at $43K in Q2 2018.
  • 184 funds tracked by Wall St. Rank held Brookline Bancorp as of Q1 2019.

Based on Aevitas Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.