Canada Life
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Canada Life’s Bankwell Financial Group BWFG Stock Holding History

Canada Life’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
Q3 		– Sell
-58
Closed -$1K – 2587
2020
Q2 		$1K Sell
58
-4
-6% -$59 ﹤0.01% 2684
2020
Q1 		$1K Sell
62
-1
-2% -$25 ﹤0.01% 2684
2019
Q4 		$2K Buy
+63
New +$1.8K ﹤0.01% 2672
2019
Q3 		– Sell
-22
Closed -$1K – 1293
2019
Q2 		$1K Buy
22
+2
+10% +$59 ﹤0.01% 2722
2019
Q1 		$1K Hold
20
– – ﹤0.01% 2490
2018
Q4 		$1K Sell
20
-2
-9% -$59 ﹤0.01% 2688
2018
Q3 		$1K Hold
22
– – ﹤0.01% 2651
2018
Q2 		$1K Hold
22
– – ﹤0.01% 2664
2018
Q1 		$1K Buy
+22
New +$733 ﹤0.01% 2652

Other funds holding BWFG

LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Renaissance Technologies
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
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

Canada Life's BWFG Position: Q3 2020 in Review

Canada Life sold out of Bankwell Financial Group (BWFG) in Q3 2020, closing a stake of 58 shares — an estimated $1K sold.

Canada Life first reported a position in BWFG in Q1 2018 and held it in 9 quarters. The position peaked at $2K in Q4 2019. 48 funds tracked by Wall St. Rank hold BWFG as of Q3 2020.

  • Canada Life reported no remaining Bankwell Financial Group position as of Q3 2020 after selling out during the quarter.
  • Canada Life sold 58 Bankwell Financial Group shares in Q3 2020, an estimated $1K.
  • Canada Life first reported a position in Bankwell Financial Group in Q1 2018 and held it in 9 quarters.
  • Canada Life's Bankwell Financial Group position peaked at $2K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2020.

Based on Canada Life's 13F filing for Q3 2020, filed 13 Nov 2020.