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Beese Fulmer Investment Management’s Bankwell Financial Group BWFG Stock Holding History

Beese Fulmer Investment Management’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,626
Closed -$58K – 245
2020
Q2 		$58K Buy
+3,626
New +$53.8K 0.01% 308

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EM
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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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Beese Fulmer Investment Management's BWFG Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Bankwell Financial Group (BWFG) in Q3 2020, closing a stake of 3,626 shares — an estimated $58K sold.

Beese Fulmer Investment Management first reported a position in BWFG in Q2 2020 and held it in 1 quarter. The position peaked at $58K in Q2 2020. 48 funds tracked by Wall St. Rank hold BWFG as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Bankwell Financial Group position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 3,626 Bankwell Financial Group shares in Q3 2020, an estimated $58K.
  • Beese Fulmer Investment Management first reported a position in Bankwell Financial Group in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Bankwell Financial Group position peaked at $58K in Q2 2020.
  • 48 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.