BW
HBMD

Biegel & Waller’s Howard Bancorp, Inc. Common Stock HBMD Stock Holding History

Biegel & Waller’s Portfolio HBMD Stock Details HBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$1.51M Sell
115,010
-1,336
-1% -$20.2K 0.84% 21
2019
Q2 		$1.39M Hold
116,346
– – 0.71% 23
2019
Q1 		$1.36M Buy
116,346
+12,203
+12% +$171K 0.7% 23
2018
Q4 		$1.49M Buy
+104,143
New +$1.59M 0.88% 22
2018
Q3 		– Sell
-13,934
Closed -$251K – 77
2018
Q2 		$251K Sell
13,934
-90,244
-87% -$1.67M 0.16% 58
2018
Q1 		$2.06M Buy
104,178
+1,534
+1% +$30.9K 1.31% 16
2017
Q4 		$2.26M Sell
102,644
-20
-0% -$427 1.31% 17
2017
Q3 		$2.15M Buy
102,664
+1,880
+2% +$36.8K 1.35% 13
2017
Q2 		$1.94M Buy
100,784
+1,672
+2% +$31.5K 1.18% 13
2017
Q1 		$1.85M Sell
99,112
-5,000
-5% -$87.3K 1.28% 12
2016
Q4 		$1.6M Buy
+104,112
New +$1.47M 1.12% 12

Other funds holding HBMD

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return