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Copeland Capital Management’s Bankwell Financial Group BWFG Stock Holding History

Copeland Capital Management’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
2019
Q1 		– Sell
-433
Closed -$12K – 265
2018
Q4 		$12K Buy
+433
New +$12.7K ﹤0.01% 179

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Copeland Capital Management's BWFG Position: Q1 2019 in Review

Copeland Capital Management sold out of Bankwell Financial Group (BWFG) in Q1 2019, closing a stake of 433 shares — an estimated $12K sold.

Copeland Capital Management first reported a position in BWFG in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 58 funds tracked by Wall St. Rank hold BWFG as of Q1 2019.

  • Copeland Capital Management reported no remaining Bankwell Financial Group position as of Q1 2019 after selling out during the quarter.
  • Copeland Capital Management sold 433 Bankwell Financial Group shares in Q1 2019, an estimated $12K.
  • Copeland Capital Management first reported a position in Bankwell Financial Group in Q4 2018 and held it in 1 quarter.
  • Copeland Capital Management's Bankwell Financial Group position peaked at $12K in Q4 2018.
  • 58 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2019.

Based on Copeland Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.