BMCMI
Bryn Mawr Capital Management Inc’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-38,228
| Closed | -$774K | – | 589 |
|
|
2014
Q4 | $774K | Sell |
38,228
-14,769
| -28% | -$299K | 0.1% | 205 |
|
|
2014
Q3 | $994K | Sell |
52,997
-71,731
| -58% | -$1.35M | 0.1% | 208 |
|
|
2014
Q2 | $2.58M | Sell |
124,728
-178,419
| -59% | -$3.69M | 0.25% | 131 |
|
|
2014
Q1 | $6.22M | Sell |
303,147
-413,117
| -58% | -$8.48M | 0.56% | 53 |
|
|
2013
Q4 | $14.8M | Buy |
716,264
+424,215
| +145% | +$8.77M | 0.96% | 22 |
|
|
2013
Q3 | $5.51M | Buy |
292,049
+125,144
| +75% | +$2.36M | 0.35% | 101 |
|
|
2013
Q2 | $3.18M | Buy |
+166,905
| New | +$3.18M | 0.21% | 137 |
|