CFA
BMTC

Carroll Financial Associates’s Bryn Mawr Bank Corp BMTC Stock Holding History

Carroll Financial Associates’s Portfolio BMTC Stock Details BMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-26
Closed – – 1729
2020
Q3 		$0 Hold
26
– – ﹤0.01% 1755
2020
Q2 		$0 Hold
26
– – ﹤0.01% 1755
2020
Q1 		$0 Hold
26
– – ﹤0.01% 1758
2019
Q4 		$1K Hold
26
– – ﹤0.01% 1498
2019
Q3 		$0 Hold
26
– – ﹤0.01% 1783
2019
Q2 		$0 Buy
+26
New +$973 ﹤0.01% 1766

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State Street
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Manulife (Manufacturers Life Insurance)
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Carroll Financial Associates's BMTC Position: Q4 2020 in Review

Carroll Financial Associates sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2020, closing a stake of 26 shares.

Carroll Financial Associates first reported a position in BMTC in Q2 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2019. 144 funds tracked by Wall St. Rank hold BMTC as of Q4 2020.

  • Carroll Financial Associates reported no remaining Bryn Mawr Bank Corp position as of Q4 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 26 Bryn Mawr Bank Corp shares in Q4 2020.
  • Carroll Financial Associates first reported a position in Bryn Mawr Bank Corp in Q2 2019 and held it in 6 quarters.
  • Carroll Financial Associates's Bryn Mawr Bank Corp position peaked at $1K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.