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Berman Capital Advisors’s Norwood Financial Corp NWFL Stock Holding History

Berman Capital Advisors’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-39
Closed -$1K – 1434
2018
Q4 		$1K Buy
+39
New +$1.39K ﹤0.01% 1037

Other funds holding NWFL

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's NWFL Position: Q1 2019 in Review

Berman Capital Advisors sold out of Norwood Financial Corp (NWFL) in Q1 2019, closing a stake of 39 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in NWFL in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 43 funds tracked by Wall St. Rank hold NWFL as of Q1 2019.

  • Berman Capital Advisors reported no remaining Norwood Financial Corp position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 39 Norwood Financial Corp shares in Q1 2019, an estimated $1K.
  • Berman Capital Advisors first reported a position in Norwood Financial Corp in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's Norwood Financial Corp position peaked at $1K in Q4 2018.
  • 43 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.