BMT Investment Advisors’s Brunswick BC Stock Holding History

BMT Investment Advisors’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$1.2M	Hold	34,013	–	–	0.76%	65
2019 Q4	$2.04M	Hold	34,013	–	–	0.94%	62
2019 Q3	$1.77M	Hold	34,013	–	–	0.91%	63
2019 Q2	$1.56M	Hold	34,013	–	–	0.82%	68
2019 Q1	$1.71M	Buy	34,013 +2,030	+6%	+$102K	0.94%	65
2018 Q4	$1.49M	Buy	31,983 +3,800	+13%	+$203K	0.94%	64
2018 Q3	$1.89M	Buy	28,183 +305	+1%	+$20.2K	1.08%	55
2018 Q2	$1.8M	Buy	27,878 +174	+0.6%	+$10.9K	1.15%	48
2018 Q1	$1.65M	Buy	27,704 +976	+4%	+$57.7K	1.11%	50
2017 Q4	$1.48M	Buy	+26,728	New	+$1.45M	1.07%	62

Other funds holding BC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BMT Investment Advisors's BC Position: Q1 2020 in Review

BMT Investment Advisors held its Brunswick (BC) position steady in Q1 2020 at 34,013 shares worth $1.2M. The position accounts for 0.76% of the portfolio, ranked #65.

BMT Investment Advisors first reported a position in BC in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.04M in Q4 2019. 264 funds tracked by Wall St. Rank hold BC as of Q1 2020.

BMT Investment Advisors held 34,013 shares of Brunswick worth $1.2M as of Q1 2020.
BMT Investment Advisors left its Brunswick share count unchanged in Q1 2020.
Brunswick made up 0.76% of BMT Investment Advisors's portfolio in Q1 2020, its #65 holding.
BMT Investment Advisors first reported a position in Brunswick in Q4 2017 and has held it in 10 quarters since.
BMT Investment Advisors's Brunswick position peaked at $2.04M in Q4 2019.
264 funds tracked by Wall St. Rank held Brunswick as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.