BCWM
BRKL

Bartlett & Co Wealth Management’s Brookline Bancorp BRKL Stock Holding History

Bartlett & Co 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
Q2 		– Sell
-500
Closed -$7.2K – 771
2019
Q1 		$7.2K Buy
+500
New +$7.5K ﹤0.01% 598

Other funds holding BRKL

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bartlett & Co Wealth Management's BRKL Position: Q2 2019 in Review

Bartlett & Co Wealth Management sold out of Brookline Bancorp (BRKL) in Q2 2019, closing a stake of 500 shares — an estimated $7.2K sold.

Bartlett & Co Wealth Management first reported a position in BRKL in Q1 2019 and held it in 1 quarter. The position peaked at $7.2K in Q1 2019. 182 funds tracked by Wall St. Rank hold BRKL as of Q2 2019.

  • Bartlett & Co Wealth Management reported no remaining Brookline Bancorp position as of Q2 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 500 Brookline Bancorp shares in Q2 2019, an estimated $7.2K.
  • Bartlett & Co Wealth Management first reported a position in Brookline Bancorp in Q1 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Brookline Bancorp position peaked at $7.2K in Q1 2019.
  • 182 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2019, filed 13 Feb 2024.