Buckingham Strategic Wealth’s Bankwell Financial Group BWFG Stock Holding History

Buckingham Strategic Wealth’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 Q2	–	Sell	-18,658	Closed	-$285K	–	417
2020 Q1	$285K	Sell	18,658 -11,177	-37%	-$282K	0.03%	349
2019 Q4	$860K	Hold	29,835	–	–	0.08%	174
2019 Q3	$820K	Hold	29,835	–	–	0.09%	167
2019 Q2	$856K	Hold	29,835	–	–	0.09%	164
2019 Q1	$871K	Hold	29,835	–	–	0.11%	150
2018 Q4	$857K	Hold	29,835	–	–	0.13%	133
2018 Q3	$936K	Hold	29,835	–	–	0.14%	126
2018 Q2	$959K	Hold	29,835	–	–	0.16%	123
2018 Q1	$963K	Hold	29,835	–	–	0.19%	119
2017 Q4	$1.02M	Hold	29,835	–	–	0.21%	99
2017 Q3	$1.1M	Hold	29,835	–	–	0.26%	87
2017 Q2	$932K	Hold	29,835	–	–	0.22%	103
2017 Q1	$1.03M	Hold	29,835	–	–	0.3%	74
2016 Q4	$970K	Hold	29,835	–	–	0.31%	66
2016 Q3	$707K	Hold	29,835	–	–	0.24%	87
2016 Q2	$658K	Hold	29,835	–	–	0.22%	89
2016 Q1	$584K	Buy	29,835 +11,237	+60%	+$220K	0.19%	96
2015 Q4	$369K	Hold	18,598	–	–	0.12%	117
2015 Q3	$340K	Buy	+18,598	New	+$339K	0.12%	123

Other funds holding BWFG

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

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

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 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 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

Buckingham Strategic Wealth's BWFG Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of Bankwell Financial Group (BWFG) in Q2 2020, closing a stake of 18,658 shares — an estimated $285K sold.

Buckingham Strategic Wealth first reported a position in BWFG in Q3 2015 and held it in 19 quarters. The position peaked at $1.1M in Q3 2017. 54 funds tracked by Wall St. Rank hold BWFG as of Q2 2020.

Buckingham Strategic Wealth reported no remaining Bankwell Financial Group position as of Q2 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 18,658 Bankwell Financial Group shares in Q2 2020, an estimated $285K.
Buckingham Strategic Wealth first reported a position in Bankwell Financial Group in Q3 2015 and held it in 19 quarters.
Buckingham Strategic Wealth's Bankwell Financial Group position peaked at $1.1M in Q3 2017.
54 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.